Found Description
Impact wealth management strategies at MNP as a Senior Associate in Family Office Services, focusing on high net worth individuals and families. Drive financial planning excellence in a collaborative setting.
As part of MNP's Family Office Services, this role empowers you to create and present financial strategies rooted in deep knowledge of client objectives. You’ll rely on team collaboration with analysts and professionals across various service lines to effectively address client needs. Additionally, you’ll enhance process efficiencies and ensure resources remain current.
Key Responsibilities:
• Craft and present comprehensive financial plans for affluent clients
• Coordinate with various professionals to communicate essential data
• Engage in process improvement initiatives and manage deliverables
Requirements:
• Hold a CFP designation
• 5-10+ years of financial planning experience
• Proficient in relevant financial planning software
• Strong expertise...
As part of MNP's Family Office Services, this role empowers you to create and present financial strategies rooted in deep knowledge of client objectives. You’ll rely on team collaboration with analysts and professionals across various service lines to effectively address client needs. Additionally, you’ll enhance process efficiencies and ensure resources remain current.
Key Responsibilities:
• Craft and present comprehensive financial plans for affluent clients
• Coordinate with various professionals to communicate essential data
• Engage in process improvement initiatives and manage deliverables
Requirements:
• Hold a CFP designation
• 5-10+ years of financial planning experience
• Proficient in relevant financial planning software
• Strong expertise...
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