Wealth Growth & Planning Outreach Advisor

Mission Wealth; Lisle (IL); On-site; USD 149,000 - 182,000; Full time

Benefits offered by this job

Competitive salary

Team‑based compensation plan

Equity partner pathways

Medical/dental/vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

FMLA

Sabbaticals

Wellness benefits

Educational reimbursements

Job summary

Mission Wealth is seeking a Business Development Advisor to drive initial client engagement for a national advisory practice. You will connect with qualified prospects, educate them on planning-first approaches, and guide them through early stages to create client relationships.

Ideal candidates combine strong sales instincts with financial planning knowledge, demonstrated by 3+ years in relevant roles, and comfort using CRM tools to optimize outreach and conversion.

Qualifications

• 3+ years in business development, consultative sales, wealth management, or financial advisory roles.
• CFP®, Series 65 or equivalent planning knowledge preferred, or ability to obtain within 12 months.
• Experience using CRM and sales technology with strong pipeline management skills.

Responsibilities

• Respond to qualified inbound leads generated through digital marketing channels.
• Conduct consultative discovery conversations to understand goals and fit with Mission Wealth.
• Articulate planning-first philosophy, investment approach, and unique value proposition.
• Maintain a clean pipeline in Salesforce and Pardot with timely follow-up.
• Collaborate with Marketing and Sales to improve lead quality and conversion.

Skills

Relationship building

Consultative sales

Wealth management

CRM & sales tech

Education

Bachelor's degree or equivalent

Tools

Salesforce

Pardot

Job description

Mission Wealth is seeking a Business Development Advisor to drive initial client engagement for a national advisory practice. You will connect with qualified prospects, educate them on planning-first approaches, and guide them through early stages to create client relationships.

Ideal candidates combine strong sales instincts with financial planning knowledge, demonstrated by 3+ years in relevant roles, and comfort using CRM tools to optimize outreach and conversion.