Wealth Advisor

Overview

Mission Wealth is hiring a Wealth Advisor with a CFP or CFA designation to join our award-winning team. Our ideal candidate is a self-starter with experience in wealth management, able to take on clients and grow. You define ambition, a sense of adventure, and a passion for purpose in helping clients navigate their financial decisions.

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.

$/yr - $/yr

Pay range provided by Mission Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Job Type
:
Full-time, salaried non-exempt

Location
:
Hybrid position based out of Santa Barbara

• Work with a high-performing and growth-orientated 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
• Grow personally and professionally with the support of your team and leadership
• Be financially rewarded for putting in the hard work

• 5+ years’ proven experience as an advisor in 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 presentations/analysis
• Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, Money Guide, E-Money, Tamarac, Holistiplan, and Hidden Levers
• Outstanding ability to communicate, present, and influence clients and team
• A sincere desire to make a difference in clients’ lives and in the world

Benefits include medical, dental, and vision coverage; 401(k) with Profit Sharing;
Volunteer Time Off (VTO);
Family Medical Leave (FMLA); sabbaticals; wellness benefits; and ongoing educational reimbursements. Our holistic approach supports financial security, personal well-being, and long-term career growth within the firm.