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About the Role
Join an award-winning team at Mission Wealth, a Barron’s Top 100 RIA firm, as a growth-minded Wealth Advisor with a CFP or CFA designation. This role is ideal for a self-starter with experience in wealth management, capable of taking on clients and driving growth. If you are ambitious, passionate about purpose, and excel at steering client relationships, we encourage you to apply.
Responsibilities
- 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.
- Focus on weekly business development and referrals.
- Manage ongoing client service while taking on new clients.
- Innovate and streamline existing processes.
- Grow personally and professionally with team and leadership support.
- Be financially rewarded for hard work.
Requirements
- 5+ years’ proven experience as an advisor in wealth management.
- Bachelor’s Degree.
- Must have a valid and active CFP or CFA 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, E-Money, 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 client's lives but in the world, demonstrated through your own volunteer journey.
Skills
- Wealth management
- Client relationship management
- Financial planning
- MS Office Suite
- Presentation creation
- Data analysis
- Communication
- Presentation skills
- Influencing skills
- Attention to detail
- Multitasking
- Time management
Location
- San Francisco
Work Type
- Full-time
- In-office
Experience Level
- 5+ years
Education Level
- Bachelor’s Degree
- CFP or CFA designation
Salary/Compensations
- $120,000 base salary
- $40,000 annual bonus paid in quarterly increments
Benefits
- 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
- Ongoing educational reimbursements
About the Company
- Mission Wealth has offered 360-degree wealth management services to affluent families since 2000.
- A Barron’s Top 100 RIA firm.
- Voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News.
- Committed to giving back.