Business Development Advisor

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 growth-minded Business Development Advisorto join our award-winning team and expand our national footprint! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally lets go!

In this newly created role on the Marketing Team youll be the first point of contact for qualified digital leads educating prospects uncovering their needs and helping them take the next step in their financial journey. Youll work closely with our marketing team and wealth advisors but your primary focus is on client acquisition rather than ongoing advisory work. We want to hear from you if you thrive in a high-touch high-conversion environment and enjoy helping people take action.

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. This gives them the complete picture and confidence in their financial future.

What youll do as a Business Development Advisor:

Lead Engagement & Sales Strategy

• Respond quickly and professionally to inbound leads from digital channels (website webinars paid ads SEO referrals etc.)
• Conduct warm discovery calls to qualify prospects identify needs and determine fit for the firm
• Clearly communicate Mission Wealths value proposition and how our services align with their goals
• Handle lead qualification using CRM data enrichment tools (e.g. Salesforce Pardot Zoom Catchlight etc.)
• Transition high-potential leads to advisors and stay involved through proposal conversations when needed to support conversion

Outbound Prospecting & Nurture

• Proactively follow up with cold warm and stale leads via phone text email and marketing automation workflows
• Track and manage pipeline activity in Salesforce and Pardot maintaining excellent data hygiene
• Schedule consultations using tools like Calendly and monitor no-shows reschedules and re-engagement workflows
• Surface lead quality trends pain points and objections to inform marketing strategies

Marketing & Sales Collaboration

• Partner with Marketing to test messaging refine nurture campaigns and improve conversion rates
• Provide feedback on lead source partners and track ROI from different marketing funnels
• Contribute to internal discussions on sales scripts SOPs and performance metrics
• Participate in weekly check-ins with the marketing team and advisors as needed to coordinate lead follow-ups and enhance the handoff experience

Administrative Sales Support

• Assist with CRM reporting lead assignment tracking and operational follow-through
• Support proposal meeting prep and post-call summaries when involved in ongoing prospect conversations
• Ensure professional responsive and seamless experiences for every prospective client

Who you are:

• Sales-Oriented Communicator. Youre energized by speaking with people uncovering needs and motivating them to act.
• Client-Centered. You love guiding people toward better outcomes and see value in financial planningeven if you dont deliver the plan yourself.
• Detail-Oriented & Process-Driven. You understand the importance of timely follow-up accurate data entry and CRM consistency.
• Tech-Savvy. You can learn platforms like Salesforce Pardot Calendly and AI tools quickly.
• Collaborative & Growth-Minded. You enjoy working closely with marketing and advisors to refine whats working and improve what isnt.

What You Bring as a Business Development Advisor:

• 25 years of experience in sales business development or BDR roles; financial services experience preferred
• Proven ability to manage outbound and inbound lead flows and convert to booked meetings or qualified handoffs
• CFP S65 or a firm grasp of planning concepts preferred (or willingness to attain designation within 12 months)
• Familiarity with Salesforce or similar CRM systems; strong organization and pipeline management skills
• Excellent written and verbal communication skills with a consultative and empathetic approach
• Experience with high-volume calling prospect qualification and structured conversion processes
• Ability to thrive in a fast-paced environment while maintaining a high-touch white-glove experience
• Bachelors degree preferred

Job Type: Full-time salaried exempt

Location: This position is based out of either our Santa Barbara Scottsdale Lisle Eden Prairie or Houston office. This is an in-office position.

Salary: $120000 plus annual bonus paid in quarterly increments. Bonuses include supplemental sales-based and performance (hurdle) bonuses.

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunzeat . 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.