Found Description
Elevate your career as a Senior Financial Associate in MNP's Family Office Services, specializing in strategies for high net worth individuals and families. Use your insight to support clients in navigating their financial journeys.
In this senior role, you will analyze and construct robust financial plans for clients with significant wealth, fostering collaboration with analysts, associates, and other professionals. You will be integral to presenting impactful advice and maintaining accurate client documentation while driving process improvements within the team.
Key Responsibilities:
• Design and deliver tailored financial strategies for clients
• Collaborate with various departments for effective client service
• Participate in improving financial planning processes and reports
Requirements:
• Must hold CFP certification
• 5-10+ years in financial planning for business owners
• Expertise in financial planning software
• Proficient in Microsoft Office to...
In this senior role, you will analyze and construct robust financial plans for clients with significant wealth, fostering collaboration with analysts, associates, and other professionals. You will be integral to presenting impactful advice and maintaining accurate client documentation while driving process improvements within the team.
Key Responsibilities:
• Design and deliver tailored financial strategies for clients
• Collaborate with various departments for effective client service
• Participate in improving financial planning processes and reports
Requirements:
• Must hold CFP certification
• 5-10+ years in financial planning for business owners
• Expertise in financial planning software
• Proficient in Microsoft Office to...