Lead Advisor

Apply for the Lead Advisor role at Mission Wealth.

Mission Wealth is a Barron’s Top 100 RIA firm, awarded Best Places to Work by Fortune, Pacific Coast Business Times, Inc., and Investment News. We are hiring a Lead Advisor with a CFP or CFA designation.

$/yr - $/yr

• 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.
• 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.
• 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.

• 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, Money Guide, eMoney, Tamarac Advisor View, 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.
• 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.
• 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:

Hybrid position based in Cleveland, Ohio
Salary:
Base: $120,000 + bonuses. Total compensation: $200,000

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