Join MNP as Senior Associate

Advance your career with MNP as a Senior Associate in Family Office Services. This role focuses on developing and presenting financial planning strategies tailored for high net worth families.
You will leverage your CFP® credential and extensive experience (5-10+ years) to build financial solutions alongside a collaborative team. Proficiency in financial planning software and strong analytical skills are essential as you support clients in navigating their wealth strategies. Your attention to detail and time management abilities will be key in juggling multiple projects.
Key Responsibilities:
• Develop personalized financial strategies for clients
• Work with multidisciplinary professionals to deliver reports
• Present plans and support process improvements
Requirements:
• Certified Financial Planner (CFP®) designation
• 5-10+ years in financial planning for business owners
• Proficient in Microsoft Excel, PowerPoint, and Word
• Strong writing and verbal c...