McLaughlin Private Wealth · 2 months ago
Associate Private Wealth Advisor
Mount Laurel, NJ
Full-time
Hybrid
Mid Level
3+ years expMcLaughlin Private Wealth is an independent, boutique wealth management firm dedicated to helping high net worth individuals and families achieve financial clarity and peace of mind. The Associate Private Wealth Advisor plays a critical role in supporting the firm's advisors and partners, contributing to personalized wealth management solutions and aspiring to become a lead advisor over time.
FinanceFinancial ServicesWealth Management
Hiring Manager
Linda L. McLaughlin, RICP®
Responsibilities
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
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
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)
Provide technology expertise in financial planning software, helping to optimize its use for clients and the MPW team
Ensure adherence to all regulatory and compliance requirements
Maintain accurate and confidential client records
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
Qualification
Required
Bachelor's degree in Finance, Economics or a related field
Certified Financial Planner (CFP) designation required
FINRA Series 7, 66 required
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
Insurance license preferred
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 work ethic, history of taking initiative and resourcefulness
Ability to juggle multiple and conflicting priorities
Benefits
Competitive base salary, bonus, and benefits package.
Company
McLaughlin Private Wealth
McLaughlin Private Wealth is a boutique financial advisory firm providing comprehensive wealth management and advanced planning advice to clients for whom we can make a significant impact in their lives.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Linda L. McLaughlin, RICP®
Partner, Practice Management & Operations
Monica Lupinetti
Partner and Wealth Advisor
Company data provided by crunchbase