Job Description
Elevate your career at MNP as a Senior Analyst in our Family Office Services team, focusing on high net worth financial planning and strategy development. Your role will directly benefit clients' wealth objectives.
You will support the financial planning process for affluent clients and work in tandem with professionals to provide comprehensive services. This role emphasizes process improvement and effective communication within project teams. MNP leads in business advisory with a focus on client success and operational excellence.
Key Responsibilities: • Craft financial strategies for HNW and UHNW families • Collaborate across service lines on financial deliverables • Support process enhancements for efficiency • Maintain templates and conduct quality control • Prepare and share financial insights with clients
Requirements: • Enrolled in or completed CFP curriculum • 2-4 years of relevant personal finance experience • Proficient in Microsoft Office, especial...
You will support the financial planning process for affluent clients and work in tandem with professionals to provide comprehensive services. This role emphasizes process improvement and effective communication within project teams. MNP leads in business advisory with a focus on client success and operational excellence.
Key Responsibilities: • Craft financial strategies for HNW and UHNW families • Collaborate across service lines on financial deliverables • Support process enhancements for efficiency • Maintain templates and conduct quality control • Prepare and share financial insights with clients
Requirements: • Enrolled in or completed CFP curriculum • 2-4 years of relevant personal finance experience • Proficient in Microsoft Office, especial...