McLaughlin Private Wealth (MPW) is an independent, boutique financial advisory firm with over $600 AUM and growing, based in Mount Laurel, NJ. We provide comprehensive private wealth management and advanced planning advice to High Net Worth (HNW) clients, including multi-generational families, professionals, entrepreneurs, individuals in transition (primarily women) and corporate retirement plan sponsors.
As fiduciaries, we operate with integrity first and a relentless commitment to client success. Our approach is highly personalized, built on deep relationships, active listening, and best-in-class service. We hold ourselves to high standards of excellence and seek team members who share our values, work ethic, and passion for delivering meaningful client outcomes.
About You: We are seeking a highly-motivated, detail-oriented Financial Planner to join our team. The ideal candidate will provide comprehensive financial planning and advisory services to clients, helping them achieve their financial goals and secure their financial future. This role involves analyzing clients' financial situations, developing customized plans, and offering strategic advice across various areas, including investments, retirement planning, estate planning, tax strategies, and risk management.
To be successful at MPW, you must be a team player, be tenacious, have a 'can-do' mindset, be energized by owning responsibilities, be inquisitive and offer ideas, and be ready to put the effort and time in to get the job done. We provide a flexible and supportive environment and care about people----our clients, our employees, and our community. If you have compatible values and a solid work ethic, enjoy a friendly environment where you will be an important part of a team that works hard and supports each other, then you are a good candidate. Our focus for this hire is on both the person and the skill sets.
The Opportunity: Join our Wealth Management Team as a key contributor to the delivery of planning advice and guidance to our clients. The position involves client interaction and support and a pathway to growth to a Private Wealth Advisor or other investment-oriented position. If you are a proactive problem-solver who enjoys financial planning, client interaction, and leveraging technology to enhance client experiences, we want to meet you.
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 and refine customized financial plans in collaboration with Advisors. • Provide strategic guidance on investments, insurance, tax planning, retirement planning, and estate planning. Assist with executing client strategies. • Utilize financial planning tools (eMoney, Holistaplan, Black Diamond Wealth Platform) to model scenarios and support client decisions. • Become resident expert and 'owner' of eMoney, leveraging its use and ensuring all data and connections are up to date and functional. Providing hands-on client assistance when needed. • 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. • Regularly review and update financial plans to align with life changes and market conditions.
Investment Planning/Management
Collaborate with the 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 Advisors preparing for and attending client Financial Planning meetings, coming prepared with any back-up data to support agenda. • 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).
Client Relationship Management
Building trusted, long-term client relationships with HNW and UHNW families through responsive, proactive communication, diplomacy and making clients feel at ease.
Conduct financial needs analysis to understand client goals, risk tolerance, and current financial status.
Act as a resource for clients, answering financial planning-related questions and ensuring an exceptional client experience.
Technology Support • Provide technology expertise to the Advisors for 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.
5 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.
In-depth 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.
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: