Business Development Advisor

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Full Time Houston, TX, US

Salary Range: $ To $ Annually

As a Barron's Top 100 RIA and one of Fortune's Best Workplaces, Mission Wealth is seeking a relationship-driven, growth-minded Business Development Advisor to help expand our national presence. If you're passionate about financial planning, enjoy building meaningful relationships, and thrive in a consultative sales environment, we'd love to meet you.

In this highly visible role, you'll serve as one of the first points of contact for prospective clients generated through our digital marketing efforts. You'll connect with qualified prospects, uncover their financial goals, educate them on Mission Wealth's planning-first approach, and guide them confidently through the early stages of their journey. Working alongside our award-winning marketing team and experienced wealth advisors, you'll play a critical role in converting opportunities into client relationships.

This position is ideal for someone who combines strong sales instincts with financial planning knowledge and enjoys helping people take meaningful action toward their financial future. Rather than managing an ongoing book of business, your success will come from creating exceptional first impressions, building trust, and connecting prospective clients with the right advisory team.

Mission Wealth has provided comprehensive wealth management services to affluent families since 2000. Through our integrated, planning-first approach, we help clients navigate every stage of life with confidence, ensuring their financial strategies evolve alongside their goals. Our commitment to exceptional client service, innovation, and community involvement has made us one of the nation's fastest-growing independent registered investment advisors.

What you’ll do as a Business Development Advisor:

Lead Engagement & Sales Strategy

• Respond promptly and professionally to qualified inbound leads generated through digital marketing channels, including our website, webinars, paid media, SEO, referrals, and strategic partnerships.
• Conduct consultative discovery conversations to understand each prospect's goals, financial needs, and overall fit with Mission Wealth.
• Clearly articulate Mission Wealth's planning-first philosophy, investment approach, and unique value proposition.
• Evaluate and prioritize opportunities using Salesforce, Pardot, Catch light, Zoom, and other CRM and lead intelligence tools.
• Guide prospective clients through the sales process by educating them on comprehensive financial planning and investment strategies.
• Partner with Wealth Advisors and internal specialists to prepare, present, and successfully convert planning engagements into long‑term client relationships.
• Develop tailored, value-based recommendations that align Mission Wealth's capabilities with each prospect's unique financial goals.
• Serve as a trusted resource throughout the onboarding process, ensuring a smooth transition to the servicing advisory team while supporting successful client conversion.
• Develop deep expertise in Mission Wealth's investment solutions, planning capabilities, and niche specialties to confidently address client questions and opportunities.

Business Development & Pipeline Management

• Execute consistent follow‑up strategies for new, active, and dormant prospects through phone, email, text messaging, and automated marketing campaigns.
• Maintain an organized and accurate sales pipeline within Salesforce and Pardot, ensuring timely follow‑up and exceptional CRM data quality.
• Coordinate consultations, planning presentations, and implementation meetings while proactively managing reschedules, no‑shows, and re‑engagement opportunities.
• Identify recurring prospect questions, objections, and lead quality trends, sharing insights that strengthen future marketing and sales initiatives.
• Collaborate closely with the Marketing team to optimize messaging, nurture campaigns, and digital conversion strategies.
• Provide ongoing feedback on lead quality, referral…