Job Description
Enhance high net worth planning services at MNP as a Senior Associate. Utilize your CFP certification and 5-10 years of experience to deliver tailored financial strategies.
As part of MNP's Family Office Services, you'll play an integral role in devising and presenting financial plans for affluent clients. In this collaborative role, your insights will help drive strategic decisions, ensuring clients’ wealth objectives are met. You'll also engage in process improvements to maintain current and effective templates and deliverables.
Key Responsibilities:
• Design and present financial plans for high net worth families
• Work collaboratively with cross-functional service professionals
• Ensure deliverables and processes are continuously updated
Requirements:
• CFP® credential is mandatory
• 5-10+ years in relevant financial planning roles
• Proficient with planning software such as WealthPath
• Strong Microso...
As part of MNP's Family Office Services, you'll play an integral role in devising and presenting financial plans for affluent clients. In this collaborative role, your insights will help drive strategic decisions, ensuring clients’ wealth objectives are met. You'll also engage in process improvements to maintain current and effective templates and deliverables.
Key Responsibilities:
• Design and present financial plans for high net worth families
• Work collaboratively with cross-functional service professionals
• Ensure deliverables and processes are continuously updated
Requirements:
• CFP® credential is mandatory
• 5-10+ years in relevant financial planning roles
• Proficient with planning software such as WealthPath
• Strong Microso...