Wealth Advisor

Mission Wealth; Santa Barbara (CA); Hybrid; USD 180,000 - 200,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with Profit Sharing

Volunteer Time Off (VTO)

Family Medical Leave (FMLA)

Sabbaticals

Wellness benefits

Ongoing educational reimbursements

Job summary

A leading financial services company is seeking an experienced Wealth Advisor to join their dynamic team in Santa Barbara. The ideal candidate will have over 5 years of experience in wealth management, a Bachelor’s degree, and a CFP designation. Responsibilities include providing financial support, managing client relationships, and contributing to business growth. A competitive salary of $180,000-$200,000 along with comprehensive benefits is offered. This is a hybrid position allowing flexibility.

Qualifications

• 5+ years’ proven experience as an advisor in wealth management.
• Ability to begin taking on clients immediately.
• A sincere desire to make a difference in clients’ lives.

Responsibilities

• Work with a high-performing and growth-orientated team.
• Provide technical financial support to clients and Lead Advisors.
• Manage ongoing client service while taking on new clients.
• Innovate and streamline existing processes.

Skills

Attention to detail

Multi-tasking

Time management

Communication

Presentation skills

Education

Bachelor’s Degree

Certified Financial Planner designation

Tools

MS Office Suite

Schwab Advisor Center

Fidelity Wealthscape

Salesforce

MoneyGuide

E-Money

Tamarac

Holistiplan

Hidden Levers

Job description

Overview

Mission Wealth is hiring a Wealth Advisor with a CFP or CFA designation to join our award-winning team. Our ideal candidate is a self-starter with experience in wealth management, able to take on clients and grow. You define ambition, a sense of adventure, and a passion for purpose in helping clients navigate their financial decisions.

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.

Base pay range

$180,000.00/yr - $200,000.00/yr

Pay range provided by Mission Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Job details

Job Type: Full-time, salaried non-exempt

Location: Hybrid position based out of Santa Barbara

Responsibilities

• Work with a high-performing and growth-orientated team


• Provide technical financial support to clients and Lead Advisors


• Deliver family office/private client/integrated wealth/emerging wealth service model to up to 100 households


• Some focus on weekly business development/referrals


• Manage ongoing client service while taking on new clients


• Speak your mind, have your voice heard, innovate and streamline existing processes


• Grow personally and professionally with the support of your team and leadership


• Be financially rewarded for putting in the hard work

What you bring as a Wealth Advisor

• 5+ years’ proven experience as an advisor in wealth management


• Bachelor’s Degree and Certified Financial Planner designation


• Excellent attention to detail, multi-tasking, and time management skills


• Ability to begin taking on clients immediately


• Proficient with the full MS Office Suite; ability to create complex presentations/analysis


• Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac, Holistiplan, and Hidden Levers


• Outstanding ability to communicate, present, and influence clients and team


• A sincere desire to make a difference in clients’ lives and in the world

Benefits

Benefits include medical, dental, and vision coverage; 401(k) with Profit Sharing; Volunteer Time Off (VTO); Family Medical Leave (FMLA); sabbaticals; wellness benefits; and ongoing educational reimbursements. Our holistic approach supports financial security, personal well-being, and long-term career growth within the firm.