Wealth Growth Advisor (BD)

Mission Wealth; Scottsdale (AZ); On-site; USD 140,000 - 190,000; 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

Educational reimbursements

Equity partner pathways

Job summary

Mission Wealth is seeking a Business Development Advisor in Scottsdale to engage qualified leads, articulate our planning-first approach, and guide prospects through initial steps toward becoming clients. This role emphasizes building trust, delivering consultative guidance, and partnering with advisors to convert opportunities into relationships.

The position focuses on first impressions, lead engagement, and collaborating with marketing to optimize digital growth strategies.

Qualifications

• 3+ years in business development, consultative sales, wealth management, or financial advisory roles.
• CFP®, Series 65, or equivalent financial planning knowledge, or ability to obtain within 12 months.
• Experience using CRM and sales technology (Salesforce, Pardot) with pipeline management.
• Strong communication and relationship-building abilities; consultative, empathetic approach.
• Experience working with high-net-worth individuals.
• Bachelor's degree or equivalent preferred.

Responsibilities

• Lead engagement and sales strategy through inbound/outbound channels.
• Guide prospects through the sales process with comprehensive financial planning education.
• Develop tailored, value-based planning recommendations for prospects.
• Maintain and optimize the sales pipeline and CRM data quality.
• Collaborate with Marketing and Advisory teams to improve lead conversion and client experience.
• Host educational webinars and virtual events to engage prospects.

Skills

Relationship-building

Consultative sales

Wealth management knowledge

CRM proficiency

Communication skills

Education

Bachelor's degree or equivalent

Tools

Salesforce

Pardot

Job description

Mission Wealth is seeking a Business Development Advisor in Scottsdale to engage qualified leads, articulate our planning-first approach, and guide prospects through initial steps toward becoming clients. This role emphasizes building trust, delivering consultative guidance, and partnering with advisors to convert opportunities into relationships.

The position focuses on first impressions, lead engagement, and collaborating with marketing to optimize digital growth strategies.