Job Description

McLaughlin Private Wealth (MPW) is an independent, boutique financial advisory firm with AUM over $750M 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.

We operate in a fiduciary capacity 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 and detail-oriented Private Wealth Advisor to join our growing team. In this role, you’ll work directly with clients to provide holistic financial planning and advisory services across key areas such as investments, retirement planning, estate planning, tax strategies, and risk management. The ideal candidate will bring a solutions-oriented mindset and a strong desire to help clients achieve their financial goals.

Success at McLaughlin Private Wealth requires a collaborative spirit, personal accountability, and the drive to take ownership of your work. Our team values integrity, hard work, and a willingness to learn. We offer a flexible, supportive environment where people matter—our clients, our colleagues, and our community. If you bring strong values, a solid work ethic, and a passion for being part of a team that supports one another, you’ll thrive here. Our focus for this hire is on both the person and their skill sets.

The Opportunity: This position offers the chance to grow alongside a firm that believes your future is what you make of it. As a Private Wealth Advisor , you’ll play a key role in delivering thoughtful planning and objective advice to our clients. We’re seeking someone with an entrepreneurial mindset—someone who is proactive, intellectually curious, and driven to make an impact. This is more than a job; it’s an opportunity to build a meaningful career where your growth is supported and your potential is unlimited.

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 other professional colleagues.

· 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 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.

· Regularly review and update financial plans to align with life changes and market conditions.

Investment Planning/Management

• Collaborate with other professional colleagues 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 professionals colleagues or independently 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 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:

• Bachelor’s degree in Finance, Economics or a related field.
• Certified Financial Planner (CFP) designation required.
• FINRA Series 7, 66 required.
• Insurance license preferred.
• 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:

Linda L. McLaughlin, RICP®

Partner, Chief Operating Officer

linda@mclaughlinpw.com

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