Wealth Management: Business Development Associate

Mission Wealth Management Lp; Scottsdale (AZ); On-site; USD 92,000 - 96,000; Full time

Benefits offered by this job

Medical/dental/vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

Sabbaticals

Wellness benefits

Educational reimbursements

Job summary

Mission Wealth Management Lp is hiring a Business Development Advisor Associate in Houston, TX. The role focuses on connecting with prospects, educating them on planning-first wealth management, and guiding early engagement steps with the advisory team.

You will support pipeline management, prepare tailored presentations, and coordinate across regional offices to convert opportunities into clients. Strong communication and financial planning knowledge are essential.

Qualifications

• Has Series 65 or can pass within 90 days.
• Willingness to pursue AWMA and AAMS within 12 months.
• Desire to pursue CFP designation after first year.
• Strong knowledge base in investments, economics, accounting, and planning.
• Proficiency with PowerPoint and Excel.
• Familiarity with advisor tools (Schwab, Fidelity, Salesforce, MoneyGuidePro, eMoney).

Responsibilities

• Support pipeline from outreach to onboarding handoff.
• Maintain organized pipeline with next steps and tasks.
• Update Salesforce and lead records after meetings.
• Coordinate outreach via phone, email, and approved digital channels.
• Prepare customized client meeting materials and plans.
• Build and analyze financial planning scenarios.

Skills

Financial planning knowledge

Communication skills

Organizational skills

Phone demeanor

Prospecting/sales support

Team collaboration

Education

Series 65

AWMA

AAMS

CFP designation

Tools

Salesforce

MoneyGuidePro

eMoney

Tamarac AdvisorView

Holistiplan

HiddenLevers

Job description

Mission Wealth Management Lp is hiring a Business Development Advisor Associate in Houston, TX. The role focuses on connecting with prospects, educating them on planning-first wealth management, and guiding early engagement steps with the advisory team.

You will support pipeline management, prepare tailored presentations, and coordinate across regional offices to convert opportunities into clients. Strong communication and financial planning knowledge are essential.