Wealth Growth Advisor — Planning-First Prospecting

Mission Wealth; Scottsdale (AZ); On-site; USD 149,000 - 182,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k)/Profit Sharing

Volunteer Time Off

Family Medical Leave (FMLA)

Sabbaticals

Wellness benefits

Educational reimbursements

Equity pathways to partner

Job summary

Mission Wealth is seeking a Business Development Advisor to energize our national growth. You will be the first contact for qualified prospects, conducting discovery, educating them on our planning-first approach, and guiding them through the early journey with our advisory team.

Ideal candidates combine sales instincts with financial planning knowledge, delivering a white-glove, client-centric experience that builds trust and aligns prospects with the right advisory team for long-term

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.
• Outstanding communication and relationship-building abilities.
• Experience working with high-net-worth individuals and families.

Responsibilities

• Respond to qualified inbound leads from digital marketing channels with prompt, professional outreach.
• Conduct discovery conversations to understand prospect goals and fit with Mission Wealth.
• Educate prospects on planning-first philosophy and investment approach.
• Guide prospects through sales process and coordinate with advisors to convert engagements.
• Collaborate with marketing and leadership to improve lead generation and conversion.

Skills

Relationship building

Consultative sales

Financial planning knowledge

Client-first problem solving

Organized & process-oriented

Technology-forward

Growth-minded

Education

Bachelor's degree or equivalent

Tools

Salesforce

Pardot

CRM platforms

Job description

Mission Wealth is seeking a Business Development Advisor to energize our national growth. You will be the first contact for qualified prospects, conducting discovery, educating them on our planning-first approach, and guiding them through the early journey with our advisory team.

Ideal candidates combine sales instincts with financial planning knowledge, delivering a white-glove, client-centric experience that builds trust and aligns prospects with the right advisory team for long-term