About MG Financial Private Wealth Advisors

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.

About the Job

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.

What You'll Do

In this role, you’ll become an integral part of our advisory team. You’ll learn from senior advisors while actively contributing to client relationships and helping ensure an extraordinary client experience. 

You will: 

• 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. 

What You'll Bring

We’re looking for someone who is energized by learning, thrives in team environments, and genuinely cares about people. Top candidates tend to have: 

• 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. 

MG Financial Benefits

We’re committed to helping you build a long-term advisory career. We offer: 

• 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 

MG Financial Private Wealth Management is an equal-opportunity employer and welcomes applicants from all backgrounds.