Business Development Advisor

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

Outbound Prospecting & Nurture

Marketing & Sales Collaboration

Administrative Sales Support

Who you are :

What You Bring as a Business Development Advisor :

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.