Senior Analyst in Wealth Planning (Burlington)

Elevate your career with MNP as a Senior Analyst in Family Office Services. This role focuses on financial planning for high-net-worth clients while collaborating across skilled service lines.

Join MNP's Family Office Services team to make a significant impact on wealth management strategies. As a Senior Analyst, your primary duty is to prepare tailored financial plans for high-net-worth families and professionals. You'll also coordinate projects, assist in improving processes, and ensure accurate deliverables.

Key Responsibilities

• Prepare financial plans for high net worth clients
• Collaborate with cross-service professionals on projects
• Communicate insights and deliver reports to clients
• Assist in process improvements and maintain filing systems
• Coordinate updates on deliverables and templates

Requirements

• Completed or enrolled in the CFP curriculum
• 2-4 years in personal finance ...