Mission Wealth
Join to apply for the
Wealth Advisor
role at
Mission Wealth 5 days ago Be among the first 25 applicants Join to apply for the
Wealth Advisor
role at
Mission Wealth Get AI-powered advice on this job and more exclusive features. This range is provided by Mission Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$180,000.00/yr - $200,000.00/yr Additional compensation types
Annual Bonus Direct message the job poster from Mission Wealth Human Resources Specialist @ Mission Wealth
As a Barron’s Top 100 RIA firm and voted
Best Places to Work
by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded
Lead Advisor
with a CFP or CFA designation to join our award-winning team! If you’re ready to elevate your career with a leading wealth management company with a commitment to giving back, let’s go! Our ideal candidate is a self-starter with a strong background in business development and client advisory services. You define ambition, a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your past success in a demanding lead advisory role, steering client relationships and business development that drive results, we want to hear from you! A
Lead Advisor
is primarily responsible for driving new business while maintaining a high standard of client service and team leadership. The majority of time is dedicated to business development, in addition to managing a book of clients as a Wealth Advisor and overseeing the Diamond Team, typically composed of three other team members. Interacting with high-net-worth individuals, executives, business owners, and families, you’re confident being yourself and possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Key Responsibilities: Business Development & Client Acquisition Develop new leads and referrals to expand the firm's client base. Meet with prospective clients to present tailored proposals and solutions. Represent the firm at networking events and branch presentations. Client Relationship Management Personally manage a book of business generating approximately $1MM in revenue (typically 20-40 clients). Ensure exceptional client satisfaction, retention, and proactive financial planning. Collaborate with clients to address their entire financial picture, including estate planning, tax strategies, and long-term wealth management. Leadership & Team Development Lead a high-performing, growth-oriented team. Run a weekly team huddle and conduct regular check-ins (biweekly/monthly), quarterly conversations, and annual reviews. Provide technical financial guidance to clients and Wealth Advisors. What You Brind as a Lead Advisor: Experience & Expertise 5-10+ years of experience in financial advisory services, including client relationship management, business development, and wealth planning. Extensive experience advising high-net-worth families on comprehensive financial planning, investment strategies, estate, tax, cash flow planning, and philanthropy. Familiarity with tools such as Salesforce, MoneyGuide, eMoney, Tamarac AdvisorView, Holistiplan, and Hidden Levers. Proven ability to mentor, manage, and coach team members while driving revenue growth through custodial referral platforms, community involvement, asset gathering and COI & client referrals. Leadership & Client-Centric Skills The confidence, poise, and gravitas required to be a trusted advisor to affluent families. Ability to strategically align financial plans with a client’s overall vision and coordinate with external advisors. High emotional intelligence (EQ) and exceptional communication skills (written, verbal, listening, and presentation). Strong leadership skills, fostering team performance, professional development, and collaboration. Entrepreneurial mindset with a self-starter attitude and strong work ethic. Certifications & Attributes: CFP required; additional certifications (CFA, CPA, CAIA, CIMA) strongly preferred. Commitment to ethical standards, proactive client service, and continuous learning. Results-driven, adaptable, and thrives in a fast-paced environment. Excellent attention to detail, time management, and multi-tasking abilities. Job Type : Full-time, salaried non-exempt Location : This position is a hybrid position based in New York City. Salary : $120,000 base; $60,000 - $80,000 bonus We offer competitive compensation packages that include base salary, regional revenue shares, performance-based incentives, and a transparent pathway to equity ownership. We are deeply committed to professional growth and long-term alignment with our team members. Qualified individuals have the opportunity to become Partners through a clearly defined and merit-based process, allowing for equity participation in the firm’s success and strategic direction. Benefits include medical, dental, and vision coverage, 401(k) with Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), sabbaticals, wellness benefits, and ongoing educational reimbursements. Our holistic approach supports your financial security, personal well-being, and long-term career growth within the firm. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance Referrals increase your chances of interviewing at Mission Wealth by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Tuition assistance Get notified about new Wealth Management Advisor jobs in
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Wealth Advisor
role at
Mission Wealth 5 days ago Be among the first 25 applicants Join to apply for the
Wealth Advisor
role at
Mission Wealth Get AI-powered advice on this job and more exclusive features. This range is provided by Mission Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$180,000.00/yr - $200,000.00/yr Additional compensation types
Annual Bonus Direct message the job poster from Mission Wealth Human Resources Specialist @ Mission Wealth
As a Barron’s Top 100 RIA firm and voted
Best Places to Work
by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded
Lead Advisor
with a CFP or CFA designation to join our award-winning team! If you’re ready to elevate your career with a leading wealth management company with a commitment to giving back, let’s go! Our ideal candidate is a self-starter with a strong background in business development and client advisory services. You define ambition, a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your past success in a demanding lead advisory role, steering client relationships and business development that drive results, we want to hear from you! A
Lead Advisor
is primarily responsible for driving new business while maintaining a high standard of client service and team leadership. The majority of time is dedicated to business development, in addition to managing a book of clients as a Wealth Advisor and overseeing the Diamond Team, typically composed of three other team members. Interacting with high-net-worth individuals, executives, business owners, and families, you’re confident being yourself and possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Key Responsibilities: Business Development & Client Acquisition Develop new leads and referrals to expand the firm's client base. Meet with prospective clients to present tailored proposals and solutions. Represent the firm at networking events and branch presentations. Client Relationship Management Personally manage a book of business generating approximately $1MM in revenue (typically 20-40 clients). Ensure exceptional client satisfaction, retention, and proactive financial planning. Collaborate with clients to address their entire financial picture, including estate planning, tax strategies, and long-term wealth management. Leadership & Team Development Lead a high-performing, growth-oriented team. Run a weekly team huddle and conduct regular check-ins (biweekly/monthly), quarterly conversations, and annual reviews. Provide technical financial guidance to clients and Wealth Advisors. What You Brind as a Lead Advisor: Experience & Expertise 5-10+ years of experience in financial advisory services, including client relationship management, business development, and wealth planning. Extensive experience advising high-net-worth families on comprehensive financial planning, investment strategies, estate, tax, cash flow planning, and philanthropy. Familiarity with tools such as Salesforce, MoneyGuide, eMoney, Tamarac AdvisorView, Holistiplan, and Hidden Levers. Proven ability to mentor, manage, and coach team members while driving revenue growth through custodial referral platforms, community involvement, asset gathering and COI & client referrals. Leadership & Client-Centric Skills The confidence, poise, and gravitas required to be a trusted advisor to affluent families. Ability to strategically align financial plans with a client’s overall vision and coordinate with external advisors. High emotional intelligence (EQ) and exceptional communication skills (written, verbal, listening, and presentation). Strong leadership skills, fostering team performance, professional development, and collaboration. Entrepreneurial mindset with a self-starter attitude and strong work ethic. Certifications & Attributes: CFP required; additional certifications (CFA, CPA, CAIA, CIMA) strongly preferred. Commitment to ethical standards, proactive client service, and continuous learning. Results-driven, adaptable, and thrives in a fast-paced environment. Excellent attention to detail, time management, and multi-tasking abilities. Job Type : Full-time, salaried non-exempt Location : This position is a hybrid position based in New York City. Salary : $120,000 base; $60,000 - $80,000 bonus We offer competitive compensation packages that include base salary, regional revenue shares, performance-based incentives, and a transparent pathway to equity ownership. We are deeply committed to professional growth and long-term alignment with our team members. Qualified individuals have the opportunity to become Partners through a clearly defined and merit-based process, allowing for equity participation in the firm’s success and strategic direction. Benefits include medical, dental, and vision coverage, 401(k) with Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), sabbaticals, wellness benefits, and ongoing educational reimbursements. Our holistic approach supports your financial security, personal well-being, and long-term career growth within the firm. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance Referrals increase your chances of interviewing at Mission Wealth by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Tuition assistance Get notified about new Wealth Management Advisor jobs in
New York City Metropolitan Area . Investment Banking Analyst (Financial Institutions)
New York, NY $110,000.00-$130,000.00 2 weeks ago Associate Wealth Advisor, Schwab Wealth Advisory
New York, NY $150,000.00-$300,000.00 1 week ago Investment Banking - Corporate Advisory, Ratings Advisory - Associate
Asset & Wealth Management, Investment Strategy Group, Tactical Asset Allocation Team, Associate - New York
New York, NY $76,000.00-$111,000.00 3 days ago New York City Metropolitan Area 3 weeks ago Manhattan, NY $34,500.00-$125,000.00 2 months ago Associate Convertible & Equity Derivatives Advisory
New York City Metropolitan Area $100,000.00-$125,000.00 1 week ago New York, NY $100,000.00-$135,000.00 3 days ago Asset & Wealth Management, Private Wealth Management, Digital Transformation Team, Analyst - New York
New York, NY $250,000.00-$300,000.00 2 weeks ago New York, NY $60,000.00-$500,000.00 3 weeks ago New York City Metropolitan Area $150,000.00-$500,000.00 3 weeks ago New York City Metropolitan Area $50,000.00-$300,000.00 1 week ago New York, NY $61,000.00-$250,000.00 5 days ago Manhattan, NY $60,000.00-$80,000.00 2 weeks ago New York, NY $180,000.00-$210,000.00 2 months ago New York, NY $85,000.00-$200,000.00 2 weeks ago New York, NY $80,000.00-$130,000.00 3 weeks ago Private Capital Advisory Associate - Eaton Partners, New York, NY
New York, NY $160,000.00-$200,000.00 2 weeks ago New York, NY $34,500.00-$125,000.00 3 weeks ago New York, NY $95,000.00-$125,000.00 1 month ago Brooklyn, NY $80,000.00-$100,000.00 1 week ago New York City Metropolitan Area 3 weeks ago New York, NY $200,000.00-$250,000.00 2 weeks ago New York City Metropolitan Area $75,000.00-$85,000.00 1 week ago Manhattan, NY $34,500.00-$125,000.00 9 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr