Junior Advisor – Private Wealth Management (UHNW)

Aspen Standard Wealth • Braintree, MA

16h • Onsite

About The Position

MG Financial, LLC is a close-knit, high-touch private wealth management firm
helping ultra‑high‑net‑worth families, entrepreneurs, and family offices
navigate their financial lives with confidence. We work collaboratively, think
long‑term, and genuinely enjoy supporting each other—and our clients.

We’re looking for a driven, curious, service‑minded Junior Advisor who wants to
learn, grow, and eventually step into a senior advisory role. If you thrive in a
team environment and enjoy solving complex problems for clients who value
exceptional service, this could be a great fit.

This role is perfect for someone who wants to build a long-term career in wealth
management, enjoys being part of a team, has an analytical mindset, and takes
pride in serving clients with care and professionalism.

This full-time position is on-site at our office in Braintree, MA.

Requirements

• 3–4 years of experience in wealth management, financial planning, investments, or related fields.
• Strong communication skills—you can explain information clearly and confidently both internally and with clients.
• Analytical ability and comfort working with numbers.
• High attention to detail and excellent follow‑through.
• A client‑first mindset and strong interpersonal skills.
• A self‑starter attitude—you’re comfortable working independently but love being part of a team.
• Series 65 or similar credentials (or willingness to obtain them).
• Positive attitude and eagerness to keep learning.

Responsibilities

• Support senior advisors in managing UHNW client relationships.
• Help prepare financial plans, projections, and performance materials.
• Join client meetings and support follow-up tasks and action items.
• Work closely with our internal team (e.g., client service, investment, and operations) and our external network of experts (e.g., estate, and tax partners) to deliver seamless service.
• Prepare and process client paperwork with speed and accuracy.
• Support money movement, account maintenance, and day‑to‑day client needs.
• Maintain clean, accurate client data and help ensure compliance requirements are met.
• Proactively look for ways to make clients’ lives easier.

Benefits

• Competitive salary + benefits
• 401(k) with employer contribution
• Health, dental, and vision insurance
• Paid time off and holidays
• Hands-on mentorship from senior advisors
• Exposure to complex planning, multi-generational families, and sophisticated portfolios
• A supportive, collaborative team culture
• A clear, meaningful path to becoming a lead advisor

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed