Opportunity Description
Contribute to impactful financial strategies as a Senior Analyst within MNP's Family Office Services team. Focus on high net worth families and business owners to shape their wealth management journeys.
At MNP, the Family Office Services team leads in multi-disciplinary financial solutions for high net worth and ultra-high net worth clients. As a Senior Analyst, you’ll engage in financial planning processes and support analysis for clients, enhancing their strategies and objectives. Collaborate with professionals across various service lines to deliver tailored insights and reports.
Key Responsibilities:
• Prepare comprehensive financial plans for High Net Worth clients
• Coordinate projects among diverse professionals and communicate effectively
• Assist in enhancing deliverables, templates, and filing systems
Requirements:
• Completed CFP curriculum or enrollment in the program
• 2-4 years in personal finance or adv...
At MNP, the Family Office Services team leads in multi-disciplinary financial solutions for high net worth and ultra-high net worth clients. As a Senior Analyst, you’ll engage in financial planning processes and support analysis for clients, enhancing their strategies and objectives. Collaborate with professionals across various service lines to deliver tailored insights and reports.
Key Responsibilities:
• Prepare comprehensive financial plans for High Net Worth clients
• Coordinate projects among diverse professionals and communicate effectively
• Assist in enhancing deliverables, templates, and filing systems
Requirements:
• Completed CFP curriculum or enrollment in the program
• 2-4 years in personal finance or adv...
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