Strategic Wealth Development Advisor

Mission Wealth Management LP; Lisle (IL); On-site; USD 225,000 - 255,000; Full time

Benefits offered by this job

Medical/dental/vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

Family Medical Leave (FMLA)

Sabbaticals

Wellness benefits

Educational reimbursements

Job summary

Mission Wealth Management LP is seeking a Business Development Advisor in a high-visibility role based in Houston, with in-office options in Lisle or Santa Barbara. The position focuses on engaging qualified prospects, educating them on our planning-first approach, and guiding them through early stages to become clients.

You will work with marketing and advisory teams to convert opportunities, build trust, and deliver a white-glove onboarding experience while expanding our national presence.

Qualifications

• 3+ years in business development, consultative sales, wealth management, or financial advisory roles.
• Strong ability to convert inbound/outbound leads and drive new business growth.
• Solid understanding of financial planning concepts and client-centric approach.
• Experience using CRM/sales tools with disciplined pipeline management.

Responsibilities

• Respond to qualified inbound leads generated through digital channels.
• Conduct consultative discovery to understand clients' goals and fit with Mission Wealth.
• Educate prospects on planning-first philosophy and investment approach.
• Collaborate with Wealth Advisors to convert planning engagements into clients.
• Develop tailored recommendations aligned with prospects' goals.
• Maintain CRM data quality and coordinate scheduling of meetings and follow-ups.
• Host webinars and virtual events to engage prospects and support growth.
• Provide feedback on lead quality, campaigns, and marketing ROI.

Skills

Relationship building

Consultative sales

Financial planning

CRM proficiency

Team collaboration

Technology-forward

Education

Bachelor's degree or equivalent

Tools

Salesforce

Pardot

Catchlight

Job description

Mission Wealth Management LP is seeking a Business Development Advisor in a high-visibility role based in Houston, with in-office options in Lisle or Santa Barbara. The position focuses on engaging qualified prospects, educating them on our planning-first approach, and guiding them through early stages to become clients.

You will work with marketing and advisory teams to convert opportunities, build trust, and deliver a white-glove onboarding experience while expanding our national presence.