What are the responsibilities and job description for the Associate Private Wealth Advisor position at McLaughlin Private Wealth?
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 through deeply personal wealth management and advanced planning advice.
Our clients expect excellence from us—and we are committed to delivering it.
We serve multi-generational families, professionals, entrepreneurs, individuals in transition (primarily women), and corporate retirement plan sponsors. Our approach is highly personalized, built on deep relationships, active listening, and best-in-class service—always holding ourselves to the highest standards.
We operate as a true team. Our clients are clients of the firm—not individual advisors—allowing us to deliver a consistent, high-touch experience without silos. Every member of our team plays a meaningful role in that experience.
About You
We are seeking a highly motivated, detail-oriented Associate Private Wealth Advisor who is intellectually curious and eager to grow within a high-performing team.
You bring a strong foundation in financial planning and a desire to deepen your expertise by working alongside experienced advisors serving high net worth and ultra-high net worth clients. You are analytical, organized, and take pride in producing high-quality work.
Success at MPW requires a collaborative mindset, personal accountability, and a willingness to take ownership. You are proactive, resourceful, and energized by learning, contributing, and being part of a team that values excellence.
The Opportunity
This role is designed as a development path to becoming a Private Wealth Advisor. You will play a critical role supporting client relationships, financial planning, and investment strategy—working closely with senior advisors and partners. Over time, you will gain increasing exposure to client interactions, planning complexity, and decision-making responsibilities.
We operate with a family office mindset, helping clients navigate complex financial lives across investments, tax strategy, estate planning, and major life transitions.
This is an opportunity to:
- Build deep technical and planning expertise
- Gain hands-on experience with sophisticated client situations
- Develop into a lead advisor within a collaborative, team-based firm
Position Details
- Full-time, permanent
- Mount Laurel, NJ (hybrid flexibility)
- Collaborative, team-oriented environment
- Competitive base salary, bonus, and benefits
Key Responsibilities
Financial Planning & Advisory Support
- Develop, update, and maintain customized financial plans in collaboration with advisors
- Gather, organize, and analyze client data to support planning across investments, tax, retirement, estate, and risk management
- Utilize tools such as eMoney, Holistaplan, and Black Diamond to model scenarios and support decision-making
- Prepare planning analyses and materials for client meetings
- Conduct research and analysis to support recommendations
Investment Planning & Analysis
- Partner with advisors and the investment team to support portfolio construction and implementation
- Assist in preparing investment proposals and presentations
- Contribute to enhancing client-facing materials and proposal processes
- Stay informed on market trends and economic developments
Client Meetings & Follow-Through
- Prepare materials and analysis for client meetings
- Participate in meetings alongside Private Wealth Advisors
- Take ownership of post-meeting follow-up, coordinating with the Client Service Team to ensure accurate execution
Client Relationship Support
- Support advisors in delivering a high-touch client experience
- Assist in responding to client inquiries and planning-related questions
- Begin developing relationship management skills through increasing client interaction over time
Technology & Planning Tools
- Develop deep expertise in financial planning tools and ensure data accuracy
- Help optimize internal processes and use of planning technology
Compliance & Documentation
- Maintain accurate and confidential client records
- Ensure adherence to regulatory and compliance requirements
Education & Growth
- Continuously build knowledge across planning, investments, tax, and estate strategies
- Participate in firm meetings, client education events, and professional development
Qualifications & Skills
- Bachelor’s degree in Finance, Economics, or related field
- CFP® designation required
- FINRA Series 7 and 66 required
- Insurance license preferred
- 3-6 years of experience in wealth management or financial planning
- Strong analytical, communication, and problem-solving skills
- Proficiency in financial planning tools (eMoney, Holistaplan, Black Diamond)
- Strong Excel and technology capabilities
- Working knowledge of investment strategies, tax planning, retirement, and estate planning
Preferred Attributes
- Strong attention to detail and commitment to high-quality work
- Collaborative mindset—you thrive in a team-based environment
- Intellectual curiosity and desire to continuously learn
- Strong organizational skills and ability to manage multiple priorities
- Professional presence with strong communication skills
- High level of ownership, initiative, and follow-through
Why MPW
- Clear path to becoming a Private Wealth Advisor
- Hands-on experience with HNW and UHNW client relationships
- Exposure to complex, real-world planning scenarios
- A team-based model with strong mentorship and support
- A culture grounded in excellence, collaboration, and long-term growth