Wealth Advisor Associate

Mission Wealth; Houston (TX); On-site; USD 75,000 - 125,000; Full time

Job summary

A leading wealth management company based in Houston seeks a Wealth Advisor Associate to support financial advisors and enhance client relationships. The ideal candidate should possess analytical skills coupled with a strong desire to succeed in financial advisory roles, contributing to client success and satisfaction.

Benefits

Competitive salary

Defined pathways to equity partner

Medical/dental/vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

Sabbaticals

Wellness benefits

Ongoing educational reimbursements

Qualifications

• 1-2 years in a financial support role, ideally in wealth management.
• Excellent detail orientation and communication skills required.
• Familiarity with financial planning tools and strong analytical skills.

Responsibilities

• Support Lead Advisor with business development and client services.
• Create and deliver client presentations effectively.
• Manage ongoing client relations and onboarding processes.

Skills

Attention to detail

Time management

Analytical skills

Communication

Financial knowledge

Education

Desire for Certified Financial Planner or Chartered Financial Analyst designation

Tools

MS Office Suite

Schwab Advisor Center

Salesforce

Job description

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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 Wealth Advisor Associate to join our award-winning team! 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! Our ideal candidate is a financial professional with hustle and a couple of years of experience working in a wealth management supportive role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your proven success in a demanding supportive financial role, steering client relationships that drive results, we want to hear from you, ASAP!

As a Wealth Advisor Associate, your service-oriented nature and impeccable attention to detail are critical in supporting a Lead Advisor on business development efforts and two Wealth Advisors who are focused on delivering our comprehensive service model. Interacting with high-net-worth individuals, executives, business owners, and families, you are confident being yourself and you also possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

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.

Day-to-Day as Wealth Advisor Associate:

• Work with a high-performing & growth-orientated team of advisors who are incentivized to develop your career
• Provide technical financial support to clients
• Create and deliver client presentations
• Participate in client meetings: Conduct data gathering, case design, and scenario building
• Manage ongoing client service, create sales presentations, and manage the process of onboarding new clients
• Speak your mind, have your voice heard, innovate, and streamline existing processes
• Grow yourself personally and professionally with the support of your team and upper management with the goal of advancing into a Senior Wealth Advisor Associate and then a Wealth Advisor role after succeeding in the supporting Associate position
  
  

What You Bring as Wealth Advisor Associate:

• 1-2 years of proven experience in a financial support role, ideally within wealth management
• Desire to achieve the Certified Financial Planner or Chartered Financial Analyst designation
• Excellent attention to detail, multi-tasking, and time management skills
• Strong written and verbal communication skills required.
• Strong knowledge base across investments, economics, accounting, and financial planning
• Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
• Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers
• Outstanding ability to communicate, present, and influence your team and clients
• Must have Series 65 OR pass Series 65 exam within 90 days of employment and achieve the AWMA and AAMS designations within 9 months of employment
• A sincere desire to make a difference not only in your client's lives but in the world demonstrated through your own volunteer journey
  
  

Job Type: Full-time, salaried; exempt

Location: This position is based out of our office in Houston. This is an in-office position; we do not offer remote Associate positions.

Salary: $75,000 base, plus annual bonus paid in quarterly increments

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at [e-mail]. 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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