Wealth Advisor Associate — Path to Equity Partner

Mission Wealth Management LP; False Pass (AK); On-site; USD 72,000 - 88,000; 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

Job summary

Mission Wealth Management LP is seeking a Wealth Advisor Associate to support Lead and Wealth Advisors in delivering our comprehensive service model to high-net-worth clients. You will gather data, draft goals, and build financial plans, communicating clearly and professionally.

The role emphasizes analytical listening, client interaction, and a path to Senior Wealth Advisor and Wealth Advisor positions. In-office in Radnor, PA with base salary plus annual bonus.

Qualifications

• 1–2 years in a financial support role, preferably wealth management.
• Pursuit of CFP or CFA designation.
• Strong attention to detail, multitasking, and time management.
• Excellent written and verbal communication.
• Knowledge across investments, economics, accounting, and financial planning.
• Proficient with MS Office; able to create complex presentations/analysis.
• Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, Hidden Levers.
• Series 65 required or to be passed within 90 days; AWMA and AAMS within 9 months.
• Volunteer mindset and community involvement.

Responsibilities

• Support Lead Advisor and two Wealth Advisors to deliver service model.
• Gather data, design financial cases, and build scenarios for clients.
• Prepare and deliver client presentations.
• Manage ongoing client service and onboarding processes.
• Contribute to meeting preparation and follow-up actions.
• Communicate clearly, act with initiative, and streamline processes.
• Develop career growth toward Senior Wealth Advisor Associate and Wealth Advisor roles.

Skills

Client communication

Data gathering

Presentation design

Time management

Attention to detail

Team collaboration

Education

CFP designation

CFA designation

Series 65 certification

AWMA designation

AAMS designation

Tools

MS Office Suite

Schwab Advisor Center

Fidelity Wealthscape

Salesforce

MoneyGuide

E-Money

Tamarac AdvisorView

Holistiplan

Hidden Levers

Job description

Mission Wealth Management LP is seeking a Wealth Advisor Associate to support Lead and Wealth Advisors in delivering our comprehensive service model to high-net-worth clients. You will gather data, draft goals, and build financial plans, communicating clearly and professionally.

The role emphasizes analytical listening, client interaction, and a path to Senior Wealth Advisor and Wealth Advisor positions. In-office in Radnor, PA with base salary plus annual bonus.