Job Description

Job Description

Job Description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Business Development Advisor to join our award-winning team and expand our national footprint! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go!

In this newly created role, you’ll be the first point of contact for qualified digital leads, educating prospects, uncovering their needs, and helping them take the next step in their financial journey. You’ll work closely with our marketing team and wealth advisors, but your primary focus is on client acquisition, rather than ongoing advisory work. We want to hear from you if you thrive in a high-touch, high-conversion environment and enjoy helping people take action.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

What you’ll do as a Business Development Advisor:

Lead Engagement & Sales Strategy

• Respond quickly and professionally to inbound leads from digital channels (website, webinars, paid ads, SEO, referrals, etc.)
• Conduct warm discovery calls to qualify prospects, identify needs, and determine fit for the firm
• Clearly communicate Mission Wealth’s value proposition and how our services align with their goals
• Determine lead qualification using CRM data enrichment tools (e.g., Salesforce, Pardot, Zoom, Catchlight, etc.)

Lead Closing, Transition, Education

• Partner with servicing teams and internal resources to develop, present, and close planning-based financial plans
• Become a high-level expert on Mission Wealth’s suite of investment solutions and niche-based strategies to diagnose and target prospects' need(s) quickly.
• Development of value-based needs and solutions that can be communicated to prospects
• Transition converted leads to servicing advisors and stay involved through implementation conversations when needed to support conversion
• Help generate new client relationships by serving as a knowledgeable resource for information and advice
• Educate prospective clients on comprehensive financial planning and investment strategies

Outbound Prospecting & Nurture

• Proactively follow up with cold, warm, and stale leads via phone, text, email, and marketing automation workflows
• Track and manage pipeline activity in Salesforce and Pardot, maintaining excellent data hygiene
• Schedule consultations, presentations, and implementations using tools like Calendly and monitor no-shows, reschedules, and re-engagement workflows
• Surface lead quality trends, pain points, and objections to inform marketing strategies

Marketing & Sales Collaboration

• Partner with Marketing to test messaging, refine nurture campaigns, and improve conversion rates
• Provide feedback on lead source partners and track ROI from different marketing funnels
• Contribute to internal discussions on sales scripts, SOPs, and performance metrics
• Participate in weekly check-ins with the marketing team and sales leadership as needed to coordinate lead follow-ups and enhance the handoff experience

Administrative Sales Support

• Assist with CRM reporting, lead assignment tracking, and operational follow-through
• Support proposal meeting prep and post-call summaries when involved in ongoing prospect conversations
• Ensure professional, responsive, and seamless experiences for every prospective client

Who you are:

• Sales-Oriented Communicator . You’re energized by speaking with people, uncovering needs, and motivating them to act.
• Financial Planning Problem Solver . You love using your financial planning knowledge to help prospects become happy clients for life.
• Client-Centered . You love guiding people toward better outcomes and see value in financial planning—even if you don’t deliver the plan yourself.
• Detail-Oriented & Process-Driven . You understand the importance of timely follow-up, accurate data entry, and CRM consistency.
• Tech-Savvy . You can learn platforms like Salesforce, Pardot, Calendly, and AI tools quickly.
• Collaborative & Growth-Minded . You enjoy working closely with marketing and advisors to refine what’s working and improve what isn’t.

What You Bring as a Business Development Advisor:

• 2–10 years of experience in sales, business development, or advising roles; financial services experience preferred
• Proven ability to manage outbound and inbound lead flows and convert to booked meetings and closed clients
• CFP®, S65, or a firm grasp of planning concepts preferred (or willingness to attain designation within 12 months)
• Familiarity with Salesforce or similar CRM systems; strong organization and pipeline management skills
• Excellent written and verbal communication skills, with a consultative and empathetic approach
• Experience with high-volume calling, prospect qualification, and structured conversion processes
• Ability to thrive in a fast-paced environment while maintaining a high-touch, white-glove experience
• Bachelor’s degree preferred

Job Type : Full-time, salaried exempt

Location : This position is based out of our 34 locations. This is an in-office position.

Salary : $120,000 , plus annual bonus paid in quarterly increments. Bonuses include supplemental, sales-based, and performance (hurdle) bonuses.

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at tkunze@missionwealth.com . Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.

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