Wealth Growth Advisor (In-Office) – High-Impact BD

Mission Wealth; Houston (TX); 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

Job summary

Mission Wealth is seeking a relationship-driven, growth-minded Business Development Advisor to help expand our national presence. If you’re passionate about financial planning and thrive in a consultative sales environment, we’d love to meet you.

This high-visibility role involves engaging inbound leads, educating prospects on our planning-first approach, and guiding them through early stages with our expert teams.

Qualifications

• 3+ years in business development, consultative sales, wealth management, or financial advisory roles.
• CFP®, Series 65, or equivalent financial planning knowledge required, or ability to obtain within 12 months.
• Experience using CRM and sales technology with strong pipeline management.
• Proven ability to build relationships and convert opportunities into clients.
• Bachelor’s degree or equivalent preferred.

Responsibilities

• Engage inbound leads, conduct consultative discovery, and articulate Mission Wealth’s planning-first approach.
• Maintain an organized Salesforce/Pardot pipeline with timely follow-up.
• Coordinate consultations, presentations, and implementation meetings with advisory teams.
• Deliver tailored, value-based recommendations aligned with prospects’ goals.
• Host educational webinars and digital events to engage prospective clients.

Skills

Relationship building

Consultative sales

Financial planning knowledge

CRM & sales tech

Education

CFP® or Series 65

Bachelor's degree or equivalent

Tools

Salesforce

Pardot

Job description

Mission Wealth is seeking a relationship-driven, growth-minded Business Development Advisor to help expand our national presence. If you’re passionate about financial planning and thrive in a consultative sales environment, we’d love to meet you.

This high-visibility role involves engaging inbound leads, educating prospects on our planning-first approach, and guiding them through early stages with our expert teams.