Private Wealth Management Associate

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 role contributes meaningfully to that experience.

About You

We are seeking a highly motivated, detail-oriented Private Wealth Management Associate who brings both strong technical capabilities and the ability to take ownership of their work.

You have developed a solid foundation in financial planning, investment analysis, and client service, and are ready to take the next step—operating with greater independence, judgment, and responsibility.

You are analytical, organized, and proactive, with a strong desire to contribute meaningfully to both client outcomes and team success. You take pride in producing accurate, thoughtful work and are comfortable managing multiple priorities in a fast-paced environment.

The Opportunity

This role is a key contributor within our advisory team, serving as a bridge between entry-level analysts and Associate Private Wealth Advisors.

You will work closely with Private Wealth Advisors, Partners, and the CIO to support client relationships, develop planning strategies, and contribute to investment and operational initiatives.

We operate with a family office mindset, where every client situation is unique and often complex. This role offers exposure to sophisticated planning scenarios and the opportunity to deepen both technical expertise and practical application.

Over time, this position is designed to:

• Take on increasing ownership of planning and analytical work
• Play a more active role in client meetings and discussions
• Serve as a critical partner to advisors in delivering advice
• Progress toward roles such as Associate Private Wealth Advisor, Portfolio Analyst, or Relationship Manager

Position Details

• Full-time, permanent
• Mount Laurel, NJ (hybrid flexibility over time)
• Collaborative, team-oriented environment
• Competitive base salary, bonus, and benefits

Key Responsibilities

Financial Planning & Advisor Support

• Develop, update, and maintain comprehensive financial plans with increasing independence
• Analyze client data and identify planning opportunities, risks, and gaps
• Prepare detailed planning analyses and materials for client meetings
• Ensure accuracy, consistency, and completeness of all planning outputs
• Develop deep proficiency in tools such as eMoney and Holistaplan

Investment Analysis & Portfolio Support

• Conduct portfolio analysis, performance evaluation, and investment research
• Collaborate with advisors and the CIO to align portfolios with client objectives
• Assist in developing client proposals and investment presentations
• Support ongoing monitoring and rebalancing efforts
• Maintain data integrity across custodial and portfolio systems

Client Meetings & Follow-Through

• Prepare materials and supporting analysis for client meetings
• Participate in meetings alongside advisors, with increasing involvement over time
• Take ownership of post-meeting follow-up and coordination with the Client Service Team
• Ensure accurate execution of planning and investment-related tasks

Client Service & Team Collaboration

• Serve as a key liaison between advisors and the Client Service Team
• Support a high-touch client experience through responsiveness and attention to detail
• Collaborate across the team to ensure alignment and efficiency

Technology, Operations & Process Improvement

• Contribute to firm initiatives focused on enhancing client experience and operational efficiency
• Assist in improving internal workflows, reporting, and automation
• Support evaluation and implementation of technology, including AI-enabled tools
• Participate in ongoing process refinement and best practices

Compliance & Documentation

• Maintain accurate and confidential client records
• Ensure adherence to regulatory requirements and firm policies

Qualifications & Skills

• Bachelor’s degree in Finance, Economics, Accounting, Business, or related field
• 2–5 years of experience in wealth management or financial services
• FINRA Series 7 and 66 required
• Strong analytical, quantitative, and problem-solving skills
• Proficiency in Microsoft Excel and financial software tools
• Experience with financial planning or portfolio management systems preferred
• Strong written and verbal communication skills
• Solid understanding of investment concepts and financial planning fundamentals

Preferred Attributes

• High attention to detail and commitment to quality
• Strong organizational skills and ability to manage competing priorities
• Proactive mindset with the ability to take ownership of responsibilities
• Collaborative team player with strong interpersonal skills
• Professionalism and discretion in handling client information

Why MPW

• Exposure to complex HNW and UHNW client situations
• Opportunity to take on increasing responsibility and ownership
• Clear path to roles such as Associate Private Wealth Advisor or specialized tracks
• A team-based model with strong mentorship and collaboration
• A culture grounded in excellence, growth, and long-term development