Wealth Advisor

Base pay range

$/yr - $/yr

Mission Wealth is hiring a growth-minded Wealth 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 and a commitment to giving back, we want to hear from you.

• Work with a high-performing & growth-orientated team.
• Provide technical and financial support to clients and Lead Advisors.
• Deliver family office/private client/integrated wealth/emerging wealth service model to up to 100 households.
• 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, and enjoy coming to work each day.
• 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 and impactful presentations/analysis.
• Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, Money Guide, E-Money, Tamarac Advisor View, Holistiplan, and Hidden Levers.
• Outstanding ability to communicate, present, and influence your team and clients.
• A sincere desire to make a difference in client lives and the world through volunteer journey.

Full-time, salaried non-exempt

This position is a hybrid position based out of our Seattle/Bellevue office.

Base Salary: $120,000 Bonus: $50,000 - $70,000

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.

Mid-Senior level

Full-time

Finance and Sales