Wealth Growth Advisor - Path to Equity Partner

Mission Wealth; Santa Barbara (CA); On-site; USD 149,000 - 182,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k)/Profit Sharing

Volunteer Time Off (VTO)

Sabbaticals

Wellness benefits

Job summary

Mission Wealth is seeking a Business Development Advisor to engage qualified prospects, educate them on our planning-first approach, and guide them through early journey stages. You’ll work with our marketing team and wealth advisors to convert opportunities into client relationships.

The role emphasizes relationship-building, consultative selling, and a growth mindset, with a base salary of $165,000 plus annual bonuses. Office-based in Santa Barbara, with strong client-service focus.

Qualifications

• 3+ years in business development, consultative sales, wealth management, or financial advisory roles.
• CFP®, Series 65, or equivalent planning knowledge required, or ability to obtain within 12 months.
• Experience using CRM and sales tech (Salesforce, Pardot) with strong pipeline management.
• Excellent communication and relationship-building abilities with a client-focused approach.
• Bachelor's degree preferred.

Responsibilities

• Respond to qualified inbound leads from digital marketing channels.
• Conduct discovery conversations to understand prospect goals and needs.
• Articulate Mission Wealth's planning-first philosophy and value proposition.
• Maintain Salesforce/Pardot CRM data quality and pipeline status.
• Collaborate with Wealth Advisors to convert planning engagements into clients.

Skills

Relationship Building

Consultative Sales

Financial Planning

CRM Proficiency

Education

CFP / Series 65 or equivalent

Bachelor's degree

Tools

Salesforce

Pardot

Job description

Mission Wealth is seeking a Business Development Advisor to engage qualified prospects, educate them on our planning-first approach, and guide them through early journey stages. You’ll work with our marketing team and wealth advisors to convert opportunities into client relationships.

The role emphasizes relationship-building, consultative selling, and a growth mindset, with a base salary of $165,000 plus annual bonuses. Office-based in Santa Barbara, with strong client-service focus.