Wealth Growth Advisor Associate

Mission Wealth; Houston (TX); On-site; USD 80,000 - 92,000; Full time

Benefits offered by this job

Medical/dental/vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

Sabbaticals

Wellness benefits

Educational reimbursements

Job summary

Mission Wealth is seeking a relationship-driven Business Development Advisor Associate to expand our national presence. You will be one of the first contacts for prospects, educate them on planning-first wealth planning, and guide them through early journey steps.

You’ll prepare materials, build plans in MoneyGuidePro, and coordinate with Advisors and marketing to convert opportunities into clients. This is an in-office, full-time position in multiple U.S. offices.

Qualifications

• Series 65 required or ability to pass within 90 days of employment.
• Aim to obtain AWMA and AAMS within 12 months of starting.
• Pursue CFP designation after first year of employment.
• Strong knowledge across investments, economics, and financial planning.

Responsibilities

• Support prospect journey from outreach to onboarding handoff.
• Track pipeline, update Salesforce, and manage follow-ups.
• Prepare customized presentations and planning materials.
• Coordinate with advisors and teams across offices.

Skills

Financial planning knowledge

Prospect communications

Sales support

Organization

PowerPoint

Excel

Emotional intelligence

Education

Series 65

AWMA designation within 12 months

AAMS designation within 12 months

CFP designation after year 1

Tools

Salesforce

MoneyGuidePro

eMoney

PowerPoint

Excel

Job description

Mission Wealth is seeking a relationship-driven Business Development Advisor Associate to expand our national presence. You will be one of the first contacts for prospects, educate them on planning-first wealth planning, and guide them through early journey steps.

You’ll prepare materials, build plans in MoneyGuidePro, and coordinate with Advisors and marketing to convert opportunities into clients. This is an in-office, full-time position in multiple U.S. offices.