Wealth Growth Advisor | BD & Outreach

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)

Job summary

Mission Wealth, Barron's Top 100 RIA, seeks a relationship-driven Business Development Advisor in a consultative sales role. You will engage inbound leads, educate prospects on planning-first Wealth strategies, and coordinate with advisors to convert opportunities into clients.

This in-office position emphasizes first impressions, trust, and cross-functional collaboration. Qualified candidates bring 3+ years in wealth management or sales, CFP®/Series 65 or equivalent, and strong CRM skills.

Qualifications

• Minimum 3+ years in business development or wealth management.
• CFP® or Series 65 or equivalent preferred; ability to obtain within 12 months.
• Proven ability to convert opportunities into clients with a strong pipeline.

Responsibilities

• Respond to qualified inbound leads and conduct discovery conversations.
• Educate prospects on planning-first approach and investment strategies.
• Collaborate with Advisors and specialists to convert planning engagements.
• Maintain CRM data quality and manage the sales pipeline.
• Partner with Marketing to optimize messaging and lead generation.

Skills

Relationship building

Consultative sales

Financial planning knowledge

CRM & pipeline management

Strong communication

Education

Bachelor's degree or equivalent

CFP®, Series 65 or equivalent

Tools

Salesforce

Pardot

Catchlight

Job description

Mission Wealth, Barron's Top 100 RIA, seeks a relationship-driven Business Development Advisor in a consultative sales role. You will engage inbound leads, educate prospects on planning-first Wealth strategies, and coordinate with advisors to convert opportunities into clients.

This in-office position emphasizes first impressions, trust, and cross-functional collaboration. Qualified candidates bring 3+ years in wealth management or sales, CFP®/Series 65 or equivalent, and strong CRM skills.