Financial Planning Associate at MNP

Join MNP's Family Office Services team as a Financial Planning Associate. Support high-net-worth clients and enhance their financial strategies through detailed analysis and reporting.
As an Associate, you will play a crucial role in financial planning for high-net-worth families and business professionals. You will prepare comprehensive financial plans, collaborate with service line professionals, and assist in process improvement initiatives to ensure excellence in deliverables. This position requires a strong analytical mindset and proficiency in financial planning software.
Key Responsibilities:
• Prepare financial plans and reports for high-net-worth clients
• Collaborate with various professionals to share relevant insights
• Enhance process improvement initiatives for accurate deliverables
Requirements:
• Certified Financial Planner (CFP®) credential required
• 3-5+ years in financial planning for business owners
• Proficient in Microsoft Excel, PowerP...