Business Development Advisor

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.

• 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.

• 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 partners, campaign performance, and marketing ROI.
• Contribute to the continuous improvement of sales processes, playbooks, scripts, KPIs, and standard operating procedures.
• Partner with Marketing and Sales leadership through regular pipeline reviews and strategy meetings to improve lead conversion and client experience.
• Represent Mission Wealth by hosting educational webinars and virtual events designed to engage prospective clients and support business development initiatives.
• Help shape Mission Wealth's digital growth strategy by sharing prospect feedback, market trends, and opportunities that improve lead generation and conversion.

• Support CRM reporting, lead routing, and sales operations to ensure efficient pipeline management.
• Assist with proposal preparation, meeting coordination, and follow-up communications throughout the prospect journey.
• Deliver a responsive, personalized, white-glove experience that reflects Mission Wealth's commitment to…