Wealth Advisor
Wealth Advisor
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$ 200000 - 220000
1 Vacancy
Job Description
As a Barrons 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 growthminded Wealth Advisorwith a CFP or CFA designation to join our awardwinning team! If youre ready to elevate your career with a leading wealth management company with a commitment to giving back lets go! Our ideal candidate is a selfstarter with experience working in a wealth management role and the ability to take on clients and grow. 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 advisory role steering client relationships that drive results we want to hear from you!
As a Wealth Advisor your serviceoriented nature and impeccable attention to detail are key in this position as well as collaborating with your Lead Advisor fellow Wealth Advisors and Advisor Associates. Interacting with highnetworth individuals executives business owners and families youre confident being yourself and possess a high emotional IQ. Youre 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 peoples lives parallels your drive for personal and professional growth.
Mission Wealth has offered 360degree 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. This gives them the complete picture and confidence in their financial future.
DaytoDay as aWealth Advisor:
- Work with a highperforming & growthorientated 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 and enjoy coming to work each day
- Grow yourself personally and professionally with the support of your team and leadership
- Be financially rewarded for putting in the hard work
What You Bring as aWealth Advisor:
- 5 years proven experience as an advisor in wealth management
- Bachelors Degree and Certified Financial Planner designation
- Excellent attention to detail multitasking 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 MoneyGuide EMoney Tamarac AdvisorView Holistiplan and Hidden Levers
- Outstanding ability to communicate present and influence your team and clients
- A sincere desire to make a difference not only in your clients lives but in the world demonstrated through your own volunteer journey
Job Type: Fulltime salaried nonexempt
Location: This position is a hybrid position based out of our Scottsdaleoffice.
Salary: $200000 $220000
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 teambased 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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
