Financial Associate - Family Office Services

Join MNP's Family Office Services team as a Financial Associate, focusing on strategic financial planning for affluent clients. This role emphasizes high-quality analyses and client communication.
In this Associate position, you will collaborate with diverse professionals to support high net worth clients through tailored financial strategies. Your responsibilities include the preparation of comprehensive financial plans and the generation of reports for client presentations, ensuring seamless service delivery across all areas.
Key Responsibilities:
• Prepare detailed financial plans for high net worth individuals
• Generate reports and presentations with Analyst assistance
• Assist in cross-functional collaboration with service line teams
• Contribute to process improvements for efficiency
• Keep templates and deliverables updated and relevant
Requirements:
• Must hold a Certified Financial Planner (CFP®) designation
• 3-5+ years of relevant experience in...