MNP
Wealth Management Associate at MNP
Job Description
Impact wealth management at MNP as a Wealth Management Associate. Work with high net worth clients to navigate their financial planning needs and drive results.
In this Associate role, you will collaborate within the Family Office Services team to support financial planning and analysis for HNW families and business owners. Your responsibilities include developing financial plans, communicating vital information across departments, and enhancing service delivery processes. This position allows you to utilize your skills to make a real difference in client outcomes.
Key Responsibilities:
• Prepare and present financial plans for HNW clients
• Collaborate with teams for timely report generation
• Improve and update financial processes and deliverables
Requirements:
• CFP® credential is a must
• 3-5 years in financial planning to business owners
• Skilled in financial planning software
• Proficient in Microsoft Office Suite
• Strong analytical, communicati...
In this Associate role, you will collaborate within the Family Office Services team to support financial planning and analysis for HNW families and business owners. Your responsibilities include developing financial plans, communicating vital information across departments, and enhancing service delivery processes. This position allows you to utilize your skills to make a real difference in client outcomes.
Key Responsibilities:
• Prepare and present financial plans for HNW clients
• Collaborate with teams for timely report generation
• Improve and update financial processes and deliverables
Requirements:
• CFP® credential is a must
• 3-5 years in financial planning to business owners
• Skilled in financial planning software
• Proficient in Microsoft Office Suite
• Strong analytical, communicati...