Business Development Advisor
Lisle, IL, 60532All locationsLisle, IL, 60532Santa Barbara, CA, 93101Houston, TX, 77063 On-site
$165,000 a yearJobFig found this opening at its original source and checks that it remains available.
About the role
As a Barron's Top 100 RIA and one of Fortune's Best Workplaces, Mission Wealth is seeking a relationship-driven, growth-minded Business Development Advisor to help expand our national presence. In this highly visible role, you'll serve as one of the first points of contact for prospective clients generated through our digital marketing efforts. You'll connect with qualified prospects, uncover their financial goals, educate them on Mission Wealth's planning-first approach, and guide them confidently through the early stages of their journey. Working alongside our award-winning marketing team and experienced wealth advisors, you'll play a critical role in converting opportunities into client relationships. This position is ideal for someone who combines strong sales instincts with financial planning knowledge and enjoys helping people take meaningful action toward their financial future. Rather than managing an ongoing book of business, your success will come from creating exceptional first impressions, building trust, and connecting prospective clients with the right advisory team.
What you'll bring
- Relationship Builder.
- You genuinely enjoy connecting with people, building trust, uncovering their goals, and helping them take the next step toward financial confidence.
- Consultative Sales Professional.
- You thrive in a relationship-driven sales environment, asking thoughtful questions, identifying opportunities, and guiding prospects toward the right solutions without high-pressure tactics.
- Financial Planning Advocate.
- You believe in the value of comprehensive financial planning and enjoy educating prospective clients on how thoughtful advice can improve their lives.
- Client-First Problem Solver.
- You listen carefully, think strategically, and tailor conversations to each prospect's unique goals, priorities, and concerns.
- Organized & Process-Oriented.
- You understand that exceptional client experiences begin with timely follow-up, strong organization, accurate CRM management, and consistent execution.
- Technology-Forward.
- You're comfortable leveraging CRM platforms, digital communication tools, and emerging AI technologies to improve productivity and create a seamless prospect experience.