Wealth Advisor: Growth & Family Office Lead (CFP/CFA)
Mission Wealth
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Benefits offered by this job
Job summary
Mission Wealth, a Barron’s Top 100 RIA firm, is seeking a growth-minded Wealth Advisor (CFP or CFA) to join our award-winning team in the San Francisco Bay Area. You will steer client relationships, provide technical financial support, and grow a family-office style service model for up to 100 households.
We offer a performance-driven environment with a comprehensive benefits package, strong team backing, and opportunities for leadership development.
Qualifications
- 5+ years of wealth management advisory experience.
- Bachelor’s degree required.
- CFP or CFA designation required.
- Strong attention to detail and multitasking.
- Ability to onboard clients immediately.
- Proficient in MS Office; able to create complex presentations.
Responsibilities
- Support high-performing team with technical financial guidance.
- Deliver wealth management services to up to 100 households.
- Drive business development and referrals.
- Manage ongoing client service while onboarding new clients.
- Develop and streamline processes with leadership.
Skills
Education
Tools
Job description
Mission Wealth, a Barron’s Top 100 RIA firm, is seeking a growth-minded Wealth Advisor (CFP or CFA) to join our award-winning team in the San Francisco Bay Area. You will steer client relationships, provide technical financial support, and grow a family-office style service model for up to 100 households.
We offer a performance-driven environment with a comprehensive benefits package, strong team backing, and opportunities for leadership development.
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