Wealth Growth & Relationship Advisor

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

Benefits offered by this job

Medical/dental/vision

401(k)/Profit Sharing

Volunteer Time Off

Sabbaticals

Educational reimbursement

Job summary

Mission Wealth, a Barron's Top 100 RIA, seeks a relationship-driven Business Development Advisor in Lisle, IL. In-office role, you’ll engage qualified prospects, explain our planning-first approach, and guide early conversations toward trusted advisory teams.

The ideal candidate has 3+ years in business development or wealth management, strong sales instincts, and a foundation in financial planning. CFP/Series 65 or equivalent knowledge is preferred, or the ability to obtain within 12 months.

Qualifications

• 3+ years in business development or wealth management, with financial services preferred.
• Proven track record converting opportunities into clients and managing pipelines.
• CFP®, Series 65, or equivalent knowledge or ability to obtain within 12 months.
• Experience with CRM and sales technology such as Salesforce and Pardot.
• Excellent communication and relationship-building abilities.
• Comfort engaging clients via phone, video, and digital channels with a robust pipeline.
• Ability to thrive in a fast-paced, collaborative environment delivering white-glove client experience.
• Experience working with high-net-worth individuals.

Responsibilities

• Respond to qualified inbound leads from digital marketing channels.
• Conduct consultative discovery conversations to understand goals and fit.
• Articulate planning-first philosophy and unique value proposition.
• Maintain a healthy sales pipeline and CRM data quality.
• Collaborate with Wealth Advisors to prepare and convert engagements.
• Develop tailored recommendations aligning capabilities with goals.

Skills

Relationship building

Consultative sales

Financial planning knowledge

CRM proficiency

Organized & processes

Tech-savvy

Collaborative mindset

Education

Bachelor's degree

CFP/Series 65 knowledge or equivalent

Tools

Salesforce

Pardot

Job description

Mission Wealth, a Barron's Top 100 RIA, seeks a relationship-driven Business Development Advisor in Lisle, IL. In-office role, you’ll engage qualified prospects, explain our planning-first approach, and guide early conversations toward trusted advisory teams.

The ideal candidate has 3+ years in business development or wealth management, strong sales instincts, and a foundation in financial planning. CFP/Series 65 or equivalent knowledge is preferred, or the ability to obtain within 12 months.