Wealth Advisor

Job Description

Job Description

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 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 a Wealth Advisor , your service-oriented nature and impeccable attention to detail are key in this position, as well as 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 financial future.  

Day-to-Day as a Wealth Advisor:

• Work with a high-performing & growth-oriented team.
• 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 a Wealth Advisor:

• 5+ years’ proven experience as an advisor in wealth management
• Bachelor’s Degree 
• Must have a valid and active CFP or CFA designation
• Excellent attention to detail, multitasking, 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 client's lives but in the world, demonstrated through your own volunteer journey

Job Type : Full-time, salaried non-exempt

Location : This is an in-office position based out of our San Francisco or Walnut Creek   office.

Salary : $120,000 base salary; $40,000 annual bonus paid in quarterly increments

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management.  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.