McLaughlin Private Wealth
Associate Private Wealth Advisor (Mount Laurel)
McLaughlin Private Wealth, Mount Laurel, New Jersey, United States, 08054
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, capable professional who is ready to contribute from day one.
You are detail-oriented, intellectually curious, tenacious and eager to learn from experienced advisors while actively taking on meaningful responsibilities. You combine analytical skill with strong emotional intelligence, communicate confidently, and move projects forward without needing to be micromanaged.
You are a team player with a can-do mindset--someone who is resourceful and energized by owning outcomes. You want to grow into a role where you not only support advisors but take increasing responsibility in leading client relationships over time.
If you have compatible values, a strong work ethic, and thrive in a collaborative environment where we push for excellence and support each other, we want to talk with you.
Our priority is finding the right person-with the skills, drive and character to grow with us.
The Opportunity:
The
Associate Private Wealth Advisor
plays a critical role in supporting the firms 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: Bachelors 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
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, capable professional who is ready to contribute from day one.
You are detail-oriented, intellectually curious, tenacious and eager to learn from experienced advisors while actively taking on meaningful responsibilities. You combine analytical skill with strong emotional intelligence, communicate confidently, and move projects forward without needing to be micromanaged.
You are a team player with a can-do mindset--someone who is resourceful and energized by owning outcomes. You want to grow into a role where you not only support advisors but take increasing responsibility in leading client relationships over time.
If you have compatible values, a strong work ethic, and thrive in a collaborative environment where we push for excellence and support each other, we want to talk with you.
Our priority is finding the right person-with the skills, drive and character to grow with us.
The Opportunity:
The
Associate Private Wealth Advisor
plays a critical role in supporting the firms 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: Bachelors 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