Growth & Relationship Advisor, Planning-First Wealth

Mission Wealth; Lisle (IL); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

Wellness benefits

Job summary

Mission Wealth in Lisle, IL is seeking a Business Development Advisor who thrives in a consultative sales environment and is driven to expand our national presence. This role is an early-contact position that pairs sales instincts with financial planning knowledge to connect prospects with the right advisory team.

You will work with a marketing team and wealth advisors to educate prospects on our planning-first approach, convert opportunities into client relationships, and build a strong

Qualifications

• Proven ability to convert opportunities into clients in a financial services context.
• Familiar with wealth management concepts and financial planning principles.
• Ability to engage high-net-worth prospects with empathy and trust.

Responsibilities

• Respond to qualified inbound leads and guide prospects through the early advisory journey.
• Collaborate with marketing and wealth advisors to tailor planning recommendations.
• Maintain an organized sales pipeline and accurate CRM data.
• Represent Mission Wealth in webinars and client events to grow awareness.

Skills

Relationship building

Consultative sales

Financial planning knowledge

CRM proficiency

Communication skills

Education

Bachelor's degree or equivalent

CFP®, Series 65 or equivalent knowledge

Tools

Salesforce

Pardot

Job description

Mission Wealth in Lisle, IL is seeking a Business Development Advisor who thrives in a consultative sales environment and is driven to expand our national presence. This role is an early-contact position that pairs sales instincts with financial planning knowledge to connect prospects with the right advisory team.

You will work with a marketing team and wealth advisors to educate prospects on our planning-first approach, convert opportunities into client relationships, and build a strong