Wealth Growth Advisor - In-Office, Path to Equity

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, a Barron's Top 100 RIA and Fortune Best Workplace, seeks a relationship-driven Business Development Advisor to expand our national presence from our in-office hubs in Lisle, Houston, Santa Barbara or Scottsdale. You will drive inbound/outbound leads, educate prospects on our planning-first approach, and connect them with Advisors to begin their financial journey.

The role emphasizes consultative sales, client-first service, and collaboration with marketing and advisory teams.

Qualifications

• 3+ years of success in business development, consultative sales, wealth management, or financial advisory roles.
• Demonstrated success converting opportunities into clients with inbound/outbound pipelines.
• Strong understanding of financial planning principles; CFP®, Series 65, or equivalent knowledge preferred or obtainable within 12 months.

Responsibilities

• Respond promptly to qualified inbound leads from digital channels.
• Conduct discovery conversations to understand prospect goals and fit.
• Articulate Mission Wealth's planning-first philosophy and value proposition.
• Manage CRM data quality and sales pipeline in Salesforce/Pardot.
• Guide prospects through the sales process with comprehensive planning education.
• Collaborate with Wealth Advisors to prepare and convert planning engagements.
• Develop tailored recommendations aligned with prospect goals.
• Assist onboarding and ensure smooth transition to advisory team.
• Support marketing with feedback on lead quality and campaigns.

Skills

Relationship building

Consultative sales

Financial planning knowledge

Client-focused

CRM proficiency

Education

Bachelor's degree or equivalent

CFP® / Series 65 preferred

Tools

Salesforce

Pardot

Catchlight

Zoom

Job description

Mission Wealth, a Barron's Top 100 RIA and Fortune Best Workplace, seeks a relationship-driven Business Development Advisor to expand our national presence from our in-office hubs in Lisle, Houston, Santa Barbara or Scottsdale. You will drive inbound/outbound leads, educate prospects on our planning-first approach, and connect them with Advisors to begin their financial journey.

The role emphasizes consultative sales, client-first service, and collaboration with marketing and advisory teams.