Wealth Growth & Engagement Advisor

Mission Wealth; Houston (TX); On-site; USD 149,000 - 182,000; Full time

Job summary

Mission Wealth is seeking a Business Development Advisor to drive growth through a relationship-driven, consultative sales approach. You will engage qualified prospects, educate them on our planning-first philosophy, and guide them through initial steps to become clients, partnering with Wealth Advisors and marketing to optimize conversions.

This role emphasizes building trust, delivering a white-glove experience, and leveraging AI-enabled tools to enhance prospect engagement and pipeline

Qualifications

• 3+ years in business development or wealth management.
• Experience converting leads into clients and managing pipelines.
• Familiar with Salesforce, Pardot or similar CRM tools.
• Bachelor’s degree or equivalent experience preferred.

Responsibilities

• Respond to qualified inbound leads and engage prospects.
• Conduct discovery conversations to understand goals.
• Articulate planning-first approach and value proposition.
• Collaborate with Marketing and Advisory teams to improve conversions.
• Host webinars and educational events to engage prospects.
• Maintain accurate CRM data and pipeline in Salesforce.

Skills

Business development

Consultative sales

Wealth management

Financial planning knowledge

CRM proficiency

High-net-worth experience

Education

Bachelor's degree or equivalent

Tools

Salesforce

Pardot

Job description

Mission Wealth is seeking a Business Development Advisor to drive growth through a relationship-driven, consultative sales approach. You will engage qualified prospects, educate them on our planning-first philosophy, and guide them through initial steps to become clients, partnering with Wealth Advisors and marketing to optimize conversions.

This role emphasizes building trust, delivering a white-glove experience, and leveraging AI-enabled tools to enhance prospect engagement and pipeline