Wealth Growth Advisor Associate

Mission Wealth; Santa Barbara (CA); On-site; USD 80,000 - 92,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) / Profit Sharing

Volunteer Time Off (VTO)

Family Medical Leave (FMLA)

Sabbaticals

Wellness benefits

Educational reimbursements

Job summary

Mission Wealth, a Barron's Top 100 RIA and Fortune Best Workplace, seeks a Business Development Advisor Associate to expand our national footprint from office-based hubs in Lisle, Houston, Bellevue, Scottsdale, or Santa Barbara. You will cultivate relationships, prep materials, run planning analyses, and support advisor teams in converting opportunities into clients.

You will build MoneyGuidePro plans, gather data, and coordinate across advisory teams, while growing in a consultative sales

Qualifications

• Basic financial knowledge including planning concepts.
• Desire to build career in wealth management and sales support.
• Excellent attention to detail and time management.
• Strong phone demeanor and professional communication.

Responsibilities

• Support BD Advisors through prospect journey from outreach to onboarding.
• Maintain CRM/pipeline, update Salesforce with meeting details.
• Prepare customized sales materials and planning analyses.
• Coordinate scheduling with advisors and teams across offices.
• Draft follow-up communications and ensure next steps.

Skills

Relationship building

Prospect outreach

Organization

Clear communication

Education

Series 65

AWMA

AAMS

CFP after year 1

Tools

Salesforce

MoneyGuidePro

eMoney

Tamarac

HiddenLevers

Holistiplan

Schwab Advisor Center

Fidelity Wealthscape

Job description

Mission Wealth, a Barron's Top 100 RIA and Fortune Best Workplace, seeks a Business Development Advisor Associate to expand our national footprint from office-based hubs in Lisle, Houston, Bellevue, Scottsdale, or Santa Barbara. You will cultivate relationships, prep materials, run planning analyses, and support advisor teams in converting opportunities into clients.

You will build MoneyGuidePro plans, gather data, and coordinate across advisory teams, while growing in a consultative sales