← Back to opportunities
About the Role
Elevate financial services with MNP as a Senior Associate in Family Office Services. Focus on high net worth clientele, delivering strategic financial planning expertise.
As a Senior Associate, you will prepare and present detailed financial plans for affluent families and professionals. Your strong analytical skills and meticulous attention to detail will be crucial in developing effective strategies. Enjoy a collaborative atmosphere where you'll work alongside skilled Analysts to enhance service delivery and client satisfaction.
Key Responsibilities:
• Prepare financial strategies and reports for HNW clients
• Collaborate with diverse professionals for effective communication
• Contribute to ongoing improvements in delivery processes
Requirements:
• Must hold a CFP® designation
• 5-10 years of financial planning experience
• Proficient in financial planning software applications
• Excellent command of Excel, PowerPoint, and Word
• Superior written and...
As a Senior Associate, you will prepare and present detailed financial plans for affluent families and professionals. Your strong analytical skills and meticulous attention to detail will be crucial in developing effective strategies. Enjoy a collaborative atmosphere where you'll work alongside skilled Analysts to enhance service delivery and client satisfaction.
Key Responsibilities:
• Prepare financial strategies and reports for HNW clients
• Collaborate with diverse professionals for effective communication
• Contribute to ongoing improvements in delivery processes
Requirements:
• Must hold a CFP® designation
• 5-10 years of financial planning experience
• Proficient in financial planning software applications
• Excellent command of Excel, PowerPoint, and Word
• Superior written and...
Ready to Join Through a Referral?
Apply now and get connected directly with the hiring team
Apply for this Position