Lead Advisor

Senior Talent Acquisition 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.

• 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
:
This is a hybrid position based in Columbus, Ohio.

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.