Lead 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 Lead Advisorwith a CFP or CFA designation to join our award-winning 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 self-starter with a strong background in business development and client advisory services. 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 lead advisory role steering client relationships and business development that drive results we want to hear from you!

A Lead Advisor is primarily responsible for driving new business while maintaining a high standard of client service and team leadership. The majority of time is dedicated to business development in addition to managing a book of clients as a Wealth Advisor and overseeing the Diamond Team typically composed of three other team members. Interacting with high-net-worth 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 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.

Key Responsibilities:

Business Development & Client Acquisition

• Develop new leads and referrals to expand the firms client base.
• Meet with prospective clients to present tailored proposals and solutions.
• Represent the firm at networking events and branch presentations.

Client Relationship Management

• Personally manage a book of business generating approximately $1MM in revenue (typically 20-40 clients).
• Ensure exceptional client satisfaction retention and proactive financial planning.
• Collaborate with clients to address their entire financial picture including estate planning tax strategies and long-term wealth management.

Leadership & Team Development

• Lead a high-performing growth-oriented team.
• Run a weekly team huddle and conduct regular check-ins (biweekly/monthly) quarterly conversations and annual reviews.
• Provide technical financial guidance to clients and Wealth Advisors.

What You Brind as a Lead Advisor:

Experience & Expertise

• 5-10 years of experience in financial advisory services including client relationship management business development and wealth planning.
• Extensive experience advising high-net-worth families on comprehensive financial planning investment strategies estate tax cash flow planning and philanthropy.
• Familiarity with tools such as Salesforce MoneyGuide eMoney Tamarac AdvisorView Holistiplan and Hidden Levers.
• Proven ability to mentor manage and coach team members while driving revenue growth through custodial referral platforms community involvement asset gathering and COI & client referrals.

Leadership & Client-Centric Skills

• The confidence poise and gravitas required to be a trusted advisor to affluent families.
• Ability to strategically align financial plans with a clients overall vision and coordinate with external advisors.
• High emotional intelligence (EQ) and exceptional communication skills (written verbal listening and presentation).
• Strong leadership skills fostering team performance professional development and collaboration.
• Entrepreneurial mindset with a self-starter attitude and strong work ethic.

Certifications & Attributes:

• CFP required; additional certifications (CFA CPA CAIA CIMA) strongly preferred.
• Commitment to ethical standards proactive client service and continuous learning.
• Results-driven adaptable and thrives in a fast-paced environment.
• Excellent attention to detail time management and multi-tasking abilities.

Job Type: Full-time salaried non-exempt

Location:This is a hybrid position based inCleveland Ohio.

Salary: Base: $120000 bonuses. Total compensation: $200000

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.