Senior Analyst for Wealth Strategies

Drive financial planning impact with MNP as a Senior Analyst in Family Office Services. Support high net worth families in developing effective wealth strategies and financial plans. Join MNP's multidisciplinary Family Office Services team as a Senior Analyst.

You will assist with various financial planning processes for high net worth and ultra-high net worth clients, ensuring they achieve their objectives. Your expertise will help shape financial strategies, coordinate projects across service lines, and drive continuous process improvements. Key Responsibilities: • Prepare financial plans for High Net Worth clients • Collaborate with professionals across multiple services • Produce communications and deliver reports effectively • Enhance and maintain deliverables and filing systems • Improve processes within the financial planning framework Requirements: • Registered in or completed CFP curriculum • 2-4 years of personal finance experience • Proficient in Microsoft Excel, PowerPoint, Word • Familiar with financial planning software • Strong communication and time management skills Utilize your analytical talents to support MNP clients in achieving their financial goals. #J-18808-Ljbffr