Wealth Growth Advisor: Planning-First Engagement

Mission Wealth; Santa Barbara (CA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Competitive salary

Team-based compensation plan

Defined pathways to equity partner in

Medical/dental/vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

Family Medical Leave (FMLA)

Sabbaticals

Wellness benefits

Ongoing educational reimbursements

Job summary

Mission Wealth is seeking a Business Development Advisor who thrives in a consultative sales environment to help expand our national presence. You’ll engage qualified prospects, educate them on our planning-first approach, and guide them through the early advisory journey alongside our marketing team and wealth advisors.

This in‑office role requires 3+ years in business development or wealth management, a client‑centered mindset, and proficiency with CRM tools.

Qualifications

• 3+ years 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.
• Experience using CRM and sales technology with strong pipeline management.

Responsibilities

• Respond promptly to qualified inbound leads generated through digital marketing channels.
• Conduct consultative discovery conversations to understand prospects' goals and fit with Mission Wealth.
• Educate prospects on Mission Wealth's planning-first philosophy and investment approach.
• Maintain an organized sales pipeline in Salesforce and Pardot with high data quality.
• Collaborate with Wealth Advisors to prepare and convert planning engagements into client relationships.

Skills

Consultative sales

Wealth management

CRM proficiency

Prospect engagement

HNW client experience

Education

Bachelor's degree or equivalent

Tools

Salesforce

Pardot

Catchlight

Zoom

Job description

Mission Wealth is seeking a Business Development Advisor who thrives in a consultative sales environment to help expand our national presence. You’ll engage qualified prospects, educate them on our planning-first approach, and guide them through the early advisory journey alongside our marketing team and wealth advisors.

This in‑office role requires 3+ years in business development or wealth management, a client‑centered mindset, and proficiency with CRM tools.