Senior Analyst in Wealth Planning (Burlington)

Elevate your career with MNP as a Senior Analyst in Family Office Services. This role focuses on financial planning for high-net-worth clients while collaborating across skilled service lines. Join MNP's Family Office Services team to make a significant impact on wealth management strategies. As a Senior Analyst, your primary duty is to prepare tailored financial plans for high-net-worth families and professionals. You'll also coordinate projects, assist in improving processes, and ensure accurate deliverables. Key Responsibilities

Prepare financial plans for high net worth clients Collaborate with cross-service professionals on projects Communicate insights and deliver reports to clients Assist in process improvements and maintain filing systems Coordinate updates on deliverables and templates Requirements

Completed or enrolled in the CFP curriculum 2-4 years in personal finance or advisory roles Proficient in Microsoft Excel, PowerPoint, and Word Strong written and ...

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