What are the responsibilities and job description for the Wealth Advisor position at Mission Wealth Management LP?
Mission Wealth is hiring a polished, growth-minded Wealth 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 experience working in a wealth management role and the ability to take on clients and grow. 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 advisory role, steering client relationships that drive results, we want to hear from you!
As Wealth Advisor, your service-oriented nature and impeccable attention to detail are key in this position, collaborating with your Lead Advisor, fellow Wealth Advisors, and Advisor Associates. 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 future.
Day-to-Day as Wealth Advisor:
- Work with a high-performing & growth-orientated team based in Santa Barbara, CA.
- Provide technical financial support to clients and Lead Advisors
- Deliver family office/private client/integrated wealth/emerging wealth service model to up to 100 households
- Some focus on weekly business development/referrals
- Manage ongoing client service while taking on new clients
- Speak your mind, have your voice heard, innovate and streamline existing processes, and enjoy coming to work each day
- Grow yourself personally and professionally with the support of your team and leadership
- Be financially rewarded for putting in the hard work
What You Bring as Wealth Advisor:
- 5 years’ proven experience as an advisor within wealth management
- Bachelor’s Degree and Certified Financial Planner designation
- Excellent attention to detail, multi-tasking, and time management skills
- Ability to begin taking on clients immediately
- Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
- Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers
- Outstanding ability to communicate, present and influence your team and clients
- A sincere desire to make a difference not only in your clients’ lives, but in the world demonstrated through your own volunteer journey
Location: this position is based out of our HQ office in Santa Barbara, CA.
Next step? Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share and one of your favorite volunteer projects too! We offer a competitive salary, team-based bonus plan, medical/dental/vision benefits, 401(k) and wellness packages plus education reimbursement.
