MNP Senior Financial Planning Analyst

Elevate family wealth management with MNP as a Senior Analyst in Family Office Services. Provide financial planning expertise to high net worth clients, enhancing their wealth strategies. As a valued Senior Analyst at MNP's Family Office Services team, you will focus on crafting comprehensive financial plans for high net worth individuals and business owners.

Your role will involve working collaboratively with other professionals to ensure seamless coordination of projects, communication, and strategic financial advice. You will also streamline processes and maintain essential documentation. Key Responsibilities: • Craft detailed financial strategies for HNW clients • Partner with multidisciplinary professionals on projects • Communicate findings and insights through reports • Support process improvements and documentation management • Manage multiple projects simultaneously with attention to detail Requirements: • Enrolled or completed CFP training • 2-4 years in a finance-related position • Strong skills in Excel, PowerPoint, Word • Experience with financial planning software preferred • Excellent verbal and written communication skills Play a crucial role at MNP, facilitating wealth growth for clients through expert analysis. #J-18808-Ljbffr