Wealth Growth Advisor Associate – Business Development

Mission Wealth; Lisle (IL); On-site; USD 80,000 - 96,000; Full time

Job summary

Mission Wealth is seeking a relationship-driven Business Development Advisor Associate to expand our national presence. You will be the first contact for qualified prospects, educate them on our planning-first approach, and guide them through early journey stages.

Based in Lisle or other offices, you’ll work with our marketing and wealth advisory teams to convert opportunities into client relationships, track progress in Salesforce, and support the team with data gathering and prep material

Qualifications

• Series 65 required or ability to pass within 90 days of employment.
• AWMA and AAMS designations within 12 months of employment.
• Desire to pursue the CFP designation after the first year of employment.
• Strong knowledge base across investments, economics, accounting, and financial planning.

Responsibilities

• Support Business Development Advisors through the prospect journey from outreach to onboarding.
• Prepare customized PowerPoint presentations and prospect materials.
• Track documents and ensure all required information is collected.
• Coordinate scheduling and prepare advisor summaries and prep materials.
• Contribute ideas to streamline workflows and grow within the team.

Skills

Financial acumen

Communication skills

Organizational skills

Phone demeanor

Education

Series 65 exam

AWMA designation

AAMS designation

CFP designation pursuit

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 the first contact for qualified prospects, educate them on our planning-first approach, and guide them through early journey stages.

Based in Lisle or other offices, you’ll work with our marketing and wealth advisory teams to convert opportunities into client relationships, track progress in Salesforce, and support the team with data gathering and prep material