Senior Associate in Family Office Services

Join MNP's Family Office Services team as a Senior Associate and drive impactful financial strategies for high net worth clients. Leverage your financial planning expertise to make a difference.

As a Senior Associate, you will prepare and present comprehensive financial plans in collaboration with Analysts and Associates. This role focuses on aiding high-net-worth families and business owners in achieving their financial objectives through meticulous planning. You'll also work across service lines to ensure the delivery of timely and relevant reports, while supporting ongoing process improvement initiatives.

Key Responsibilities:
• Prepare and present customized financial plans for HNW clients
• Collaborate with teams across service lines for effective communication
• Drive process improvement initiatives and maintain deliverables

Requirements:
• CFP® credential holder with 5-10+ years of experience
• Proficiency in f...