Associate Private Wealth Advisor

About McLaughlin Private Wealth (MPW)

MPW is an independent, boutique wealth management firm with more than $750 million in assets under management – and growing.  Our value lies in helping successful high net worth individuals and families achieve clarity, confidence and peace of mind in their financial lives through deeply personal private wealth management and advanced planning advice.  

Our clients include multi-generational families, professionals, entrepreneurs, individuals in transition (primarily women) and corporate retirement plan sponsors. We take a highly personalized approach built on deep relationships, active listening, and best-in-class service – always holding ourselves to the highest standards of excellence.

We believe in partnership – with our clients and within our team. Every member of our team plays a significant role in the delivery of a client experience that exceeds expectations. We seek colleagues who share our values, work ethic, and passion for delivering meaningful client outcomes.

About You: We are seeking a highly-motivated, detail-oriented professional who is curious and eager to learn from experienced advisors. The ideal candidate combines analytical skill, emotional intelligence, and a commitment to excellence. You are a team player, you are naturally curious, tenacious, resourceful, and possess a ‘can-do’ mindset. You are energized by owning responsibilities and are ready to put forth the effort and time to get the job done.  If you have compatible values and a solid work ethic, enjoy a collaborative environment where you will be an important part of a team that works hard and supports each other, then we want to hear from you. Our focus for this hire is on both the person and the skill sets.

The Opportunity: The Associate Private Wealth Advisor plays a critical role in supporting the firm’s advisors and partners in delivering exceptional personalized wealth management solutions. This is a growth-oriented position designed for a professional who wants to play an integral role in all aspects of how we service and advise clients and aspires to become a lead advisor.

Position Details:

· Duration: Permanent, full-time

· Location: Office located in Mount Laurel, NJ

· Work Environment: Hybrid flexibility. Collaborative team culture with a client-first focus.

· Compensation & Benefits: Competitive base salary, bonus, and benefits package.

Key Responsibilities:

Financial Planning & Advisory

·        Develop, update, and maintain customized financial plans in collaboration with other professional colleagues.

·        Support investments, insurance, tax planning, retirement planning, and estate planning discussions by gathering and organizing data.  Assist with executing client strategies.

·        Utilize financial planning tools (eMoney, Holistiplan, Black Diamond Wealth Platform) to model scenarios and support client decisions.

·        Become expert in eMoney, leveraging its use and ensuring all data is relevant and current.

·        Prepare for and present financial plans to clients, making real-time adjustments based upon discussions.

·        Perform research and analysis for investment portfolios and risk assessments.

Investment Planning/Management

·        Partner with the investment and advisory teams to enhance our custom proposal system, integrating the strengths of multiple platforms into one cohesive, client-ready presentation that differentiates MPW in new business presentations. Prepare proposals for real-time new business opportunities. 

·        Collaborate with advisor and CIO to align client portfolios with financial plans.

·        Assist with portfolio analysis, account transitions, and strategy execution.

• Stay current on market trends and economic outlook to support investment decisions.

Client Meetings

·        Work collaboratively with other members of the team to prepare for client meetings.

·        Participate in client meetings alongside Private Wealth Advisors.

·        Post-meeting, responsible for planning-related follow-up tasks and to work with Client Service Team to answer technical questions so follow-up paperwork or tasks are executed with accuracy (i.e. suitability, objectives and risk tolerance).

Technology Support

·        Provide technology expertise in financial planning software, helping to optimize its use for clients and the MPW team.

Compliance and Documentation

·        Ensure adherence to all regulatory and compliance requirements.

·        Maintain accurate and confidential client records.

Education and Guidance

·        Educate clients on financial products, market trends, and planning strategies.

·        Participate in MPW seminars, workshops, or one-on-one meetings to engage and inform clients.

Qualifications and Skills:

• Bachelor’s degree in Finance, Economics or a related field.
• Certified Financial Planner (CFP) designation required.
• FINRA Series 7, 66 required.
• Insurance license preferred.
• 3 years’ experience in financial planning, wealth management, or a related role.
• Strong analytical, communication & problem-solving skills.
• Proficiency in financial planning software and tools noted above.

·        Strong Excel, database and technology skills.

• Working knowledge of investment products, tax laws, retirement planning, and estate planning.

Preferred Attributes:

• Passionate about helping clients achieve their financial goals.
• Self-motivated with the ability to work independently and as part of a team.
• Experience presenting financial plans to clients with confidence and authority.
• Fast learner with a commitment to ongoing professional development and industry knowledge.
• Professional and positive demeanor, ability to work well within a team.
• Warm, professional presence with a genuine desire to help others.
• Thrive in a collaborative, fast-paced boutique environment.
• Strong worth ethic, history of taking initiative and resourcefulness.
• Ability to juggle multiple and conflicting priorities.

Why MPW? We foster a collaborative, high-performance culture that values integrity, professional growth and client success. If you are looking for a dynamic opportunity to make a direct impact and advance your career in wealth management, we invite you to apply.

To Apply: Submit your resume via LinkedIn or email:

Linda L. McLaughlin, RICP®

Partner, Chief Operating Officer

linda@mclaughlinpw.com

www.mclaughlinpw.com