Wealth Growth & Relationship Advisor

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

Benefits offered by this job

Medical/dental/vision benefits

401(k)/Profit Sharing

Sabbaticals

Wellness benefits

Educational reimbursements

Volunteer Time Off

Job summary

Mission Wealth is seeking a Relationship-driven Business Development Advisor to expand our national presence. You’ll be a key first contact for prospects, guiding them through discovery, education on our planning-first approach, and early-stage engagement with our advisory team.

This role emphasizes consultative sales, ability to convert opportunities, and collaboration with marketing and wealth advisors. Based in Lisle, Houston, or Santa Barbara with an in-office requirement.

Qualifications

• 3+ years in business development or financial advisory.
• Proven ability to convert opportunities into clients.
• CFP®, Series 65 or equivalent planning knowledge, or ability to obtain within 12 months.
• Experience using CRM tools such as Salesforce and Pardot.
• Strong communication and relationship-building abilities.
• Comfort engaging prospects through phone, video, and digital channels.
• HNW client experience preferred.
• Bachelor's degree or equivalent education.

Responsibilities

• Respond promptly to qualified inbound leads from digital marketing.
• Conduct discovery conversations to understand prospect goals and fit.
• Articulate planning-first philosophy and value proposition clearly.
• Collaborate with Wealth Advisors to prepare and convert planning engagements.
• Develop tailored, value-based recommendations for prospects.
• Guide onboarding and ensure smooth transition to servicing team.
• Partner with Marketing to optimize messaging and campaigns.
• Maintain organized CRM and pipeline in Salesforce/Pardot.

Skills

Relationship building

Consultative sales

Financial planning

CRM & pipeline

Communication

AI tools

HNW experience

Education

Bachelor's degree

Tools

Salesforce

Pardot

Job description

Mission Wealth is seeking a Relationship-driven Business Development Advisor to expand our national presence. You’ll be a key first contact for prospects, guiding them through discovery, education on our planning-first approach, and early-stage engagement with our advisory team.

This role emphasizes consultative sales, ability to convert opportunities, and collaboration with marketing and wealth advisors. Based in Lisle, Houston, or Santa Barbara with an in-office requirement.