Wealth Growth Advisor – In-Office, Path to Equity

Mission Wealth Management Lp; Scottsdale (AZ); On-site; USD 225,000 - 255,000; Full time

Benefits offered by this job

Medical/Dental/Vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

Sabbaticals

Wellness benefits

Educational reimbursements

Job summary

Mission Wealth Management Lp is recruiting a Business Development Advisor to lead engagement with prospective clients and drive new business growth. Based in a multi-office environment, you will collaborate with marketing and advisory teams to convert qualified leads into planning engagements.

You will apply a planning-first approach, leveraging CRM tools to manage a robust pipeline while educating prospects about our investment and financial planning capabilities.

Qualifications

• 3+ years of success in business development, consultative sales, wealth management, or financial advisory roles.
• CFP®, Series 65, or equivalent financial planning knowledge preferred, or ability to obtain within 12 months.
• Bachelor's degree or equivalent combination of education and relevant professional experience preferred.

Responsibilities

• Respond promptly and professionally to qualified inbound leads generated through digital marketing channels.
• Conduct consultative discovery conversations to understand prospects' goals, financial needs, and fit with Mission Wealth.
• Educate prospects on Mission Wealth's planning-first approach and guide them through the early stages of their journey.

Skills

Relationship building

Consultative selling

CRM proficiency

Education

Bachelor's degree or equivalent

Tools

Salesforce

Pardot

Job description

Mission Wealth Management Lp is recruiting a Business Development Advisor to lead engagement with prospective clients and drive new business growth. Based in a multi-office environment, you will collaborate with marketing and advisory teams to convert qualified leads into planning engagements.

You will apply a planning-first approach, leveraging CRM tools to manage a robust pipeline while educating prospects about our investment and financial planning capabilities.