Senior Analyst in Wealth Planning

Elevate your career with MNP's Family Office Services as a Senior Analyst. This role focuses on financial planning for high net worth families, ensuring they meet their unique wealth objectives.

As a Senior Analyst, you will collaborate with a multi-disciplinary team of experts at MNP to support financial planning processes. Your responsibilities include preparing financial plans for High Net Worth clients and improving project workflows. You will thrive in a dynamic environment that values entrepreneurial spirit and teamwork.

Key Responsibilities: • Prepare financial plans for High Net Worth clients • Coordinate projects across multiple service lines • Communicate information and deliver reports to clients • Assist in maintaining deliverables and filing systems • Implement process improvements in financial planning

Requirements: • Enrolled or completed CFP curriculum • 2-4 years in personal finance roles • Experience in financial planning software usage • Pr...