Mission Wealth
3 days ago Be among the first 25 applicants
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 $120,000.00/yr - $200,000.00/yr
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
Business Development Advisor
to join our award‑winning team and expand our national footprint. If you are ready to elevate your career in a leading wealth‑management company with a commitment to giving back to the community and expanding nationally, let’s go! In this newly created role, you’ll be the first point of contact for qualified digital leads, educating prospects, uncovering their needs, and helping them take the next step in their financial journey. You’ll work closely with our marketing team and wealth advisors, but your primary focus is on client acquisition, rather than ongoing advisory work. We want to hear from you if you thrive in a high‑touch, high‑conversion environment and enjoy helping people take action.
What you’ll do as a Business Development Advisor Lead Engagement & Sales Strategy
Respond quickly and professionally to inbound leads from digital channels (website, webinars, paid ads, SEO, referrals, etc.)
Conduct warm discovery calls to qualify prospects, identify needs, and determine fit for the firm
Clearly communicate Mission Wealth’s value proposition and how our services align with their goals
Determine lead qualification using CRM data enrichment tools (e.g., Salesforce, Pardot, Zoom, Catchlight, etc.)
Lead Closing, Transition, Education
Partner with servicing teams and internal resources to develop, present, and close planning‑based financial plans
Become a high‑level expert on Mission Wealth’s suite of investment solutions and niche‑based strategies to diagnose and target prospects’ needs quickly
Development of value‑based needs and solutions that can be communicated to prospects
Transition converted leads to servicing advisors and stay involved through implementation conversations when needed to support conversion
Help generate new client relationships by serving as a knowledgeable resource for information and advice
Educate prospective clients on comprehensive financial planning and investment strategies
Outbound Prospecting & Nurture
Proactively follow up with cold, warm, and stale leads via phone, text, email, and marketing automation workflows
Track and manage pipeline activity in Salesforce and Pardot, maintaining excellent data hygiene
Schedule consultations, presentations, and implementations using tools like Calendly and monitor no‑shows, reschedules, and re‑engagement workflows
Surface lead quality trends, pain points, and objections to inform marketing strategies
Marketing & Sales Collaboration
Partner with Marketing to test messaging, refine nurture campaigns, and improve conversion rates
Provide feedback on lead source partners and track ROI from different marketing funnels
Contribute to internal discussions on sales scripts, SOPs, and performance metrics
Participate in weekly check‑ins with the marketing team and sales leadership as needed to coordinate lead follow‑ups and enhance the handoff experience
Administrative Sales Support
Assist with CRM reporting, lead assignment tracking, and operational follow‑through
Support proposal meeting prep and post‑call summaries when involved in ongoing prospect conversations
Ensure professional, responsive, and seamless experiences for every prospective client
Who you are
Sales‑Oriented Communicator. Energized by speaking with people, uncovering needs, and motivating them to act.
Financial Planning Problem Solver. Uses financial planning knowledge to help prospects become happy clients for life.
Client‑Centered. Guides people toward better outcomes and sees value in financial planning even if you don’t deliver the plan yourself.
Detail‑Oriented & Process‑Driven. Understands the importance of timely follow‑up, accurate data entry, and CRM consistency.
Tech‑Savvy. Learns platforms like Salesforce, Pardot, Calendly, and AI tools quickly.
Collaborative & Growth‑Minded. Enjoys working closely with marketing and advisors to refine what’s working and improve what isn’t.
What You Bring as a Business Development Advisor
2–10 years of experience in sales, business development, or advising roles; financial services experience preferred
Proven ability to manage outbound and inbound lead flows and convert to booked meetings and closed clients
CFP®, S65, or a firm grasp of planning concepts preferred (or willingness to attain designation within 12 months)
Familiarity with Salesforce or similar CRM systems; strong organization and pipeline management skills
Excellent written and verbal communication skills, with a consultative and empathetic approach
Experience with high‑volume calling, prospect qualification, and structured conversion processes
Ability to thrive in a fast‑paced environment while maintaining a high‑touch, white‑glove experience
Bachelor’s degree preferred
Job Type: Full‑time, salaried exempt
Location: This position is based out of our 34 locations. This is an in‑office position.
Salary: $120,000, plus annual bonus paid in quarterly increments. Bonuses include supplemental, sales‑based, and performance (hurdle) bonuses.
Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to
Tina Kunze
at
tkunze@missionwealth.com . Be sure to share one of your favorite volunteer projects too!
We offer a competitive salary, team‑based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.
#J-18808-Ljbffr
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 $120,000.00/yr - $200,000.00/yr
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
Business Development Advisor
to join our award‑winning team and expand our national footprint. If you are ready to elevate your career in a leading wealth‑management company with a commitment to giving back to the community and expanding nationally, let’s go! In this newly created role, you’ll be the first point of contact for qualified digital leads, educating prospects, uncovering their needs, and helping them take the next step in their financial journey. You’ll work closely with our marketing team and wealth advisors, but your primary focus is on client acquisition, rather than ongoing advisory work. We want to hear from you if you thrive in a high‑touch, high‑conversion environment and enjoy helping people take action.
What you’ll do as a Business Development Advisor Lead Engagement & Sales Strategy
Respond quickly and professionally to inbound leads from digital channels (website, webinars, paid ads, SEO, referrals, etc.)
Conduct warm discovery calls to qualify prospects, identify needs, and determine fit for the firm
Clearly communicate Mission Wealth’s value proposition and how our services align with their goals
Determine lead qualification using CRM data enrichment tools (e.g., Salesforce, Pardot, Zoom, Catchlight, etc.)
Lead Closing, Transition, Education
Partner with servicing teams and internal resources to develop, present, and close planning‑based financial plans
Become a high‑level expert on Mission Wealth’s suite of investment solutions and niche‑based strategies to diagnose and target prospects’ needs quickly
Development of value‑based needs and solutions that can be communicated to prospects
Transition converted leads to servicing advisors and stay involved through implementation conversations when needed to support conversion
Help generate new client relationships by serving as a knowledgeable resource for information and advice
Educate prospective clients on comprehensive financial planning and investment strategies
Outbound Prospecting & Nurture
Proactively follow up with cold, warm, and stale leads via phone, text, email, and marketing automation workflows
Track and manage pipeline activity in Salesforce and Pardot, maintaining excellent data hygiene
Schedule consultations, presentations, and implementations using tools like Calendly and monitor no‑shows, reschedules, and re‑engagement workflows
Surface lead quality trends, pain points, and objections to inform marketing strategies
Marketing & Sales Collaboration
Partner with Marketing to test messaging, refine nurture campaigns, and improve conversion rates
Provide feedback on lead source partners and track ROI from different marketing funnels
Contribute to internal discussions on sales scripts, SOPs, and performance metrics
Participate in weekly check‑ins with the marketing team and sales leadership as needed to coordinate lead follow‑ups and enhance the handoff experience
Administrative Sales Support
Assist with CRM reporting, lead assignment tracking, and operational follow‑through
Support proposal meeting prep and post‑call summaries when involved in ongoing prospect conversations
Ensure professional, responsive, and seamless experiences for every prospective client
Who you are
Sales‑Oriented Communicator. Energized by speaking with people, uncovering needs, and motivating them to act.
Financial Planning Problem Solver. Uses financial planning knowledge to help prospects become happy clients for life.
Client‑Centered. Guides people toward better outcomes and sees value in financial planning even if you don’t deliver the plan yourself.
Detail‑Oriented & Process‑Driven. Understands the importance of timely follow‑up, accurate data entry, and CRM consistency.
Tech‑Savvy. Learns platforms like Salesforce, Pardot, Calendly, and AI tools quickly.
Collaborative & Growth‑Minded. Enjoys working closely with marketing and advisors to refine what’s working and improve what isn’t.
What You Bring as a Business Development Advisor
2–10 years of experience in sales, business development, or advising roles; financial services experience preferred
Proven ability to manage outbound and inbound lead flows and convert to booked meetings and closed clients
CFP®, S65, or a firm grasp of planning concepts preferred (or willingness to attain designation within 12 months)
Familiarity with Salesforce or similar CRM systems; strong organization and pipeline management skills
Excellent written and verbal communication skills, with a consultative and empathetic approach
Experience with high‑volume calling, prospect qualification, and structured conversion processes
Ability to thrive in a fast‑paced environment while maintaining a high‑touch, white‑glove experience
Bachelor’s degree preferred
Job Type: Full‑time, salaried exempt
Location: This position is based out of our 34 locations. This is an in‑office position.
Salary: $120,000, plus annual bonus paid in quarterly increments. Bonuses include supplemental, sales‑based, and performance (hurdle) bonuses.
Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to
Tina Kunze
at
tkunze@missionwealth.com . Be sure to share one of your favorite volunteer projects too!
We offer a competitive salary, team‑based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.
#J-18808-Ljbffr