Wealth Advisor Associate

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This range is provided by Mission Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$80,000.00/yr - $86,000.00/yr

As a Barron’s 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 Wealth Advisor Associate to join our award-winning team! 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, let’s go!

Our ideal candidate is a financial professional with hustle and a couple of years of experience working in a wealth management supportive role. You define ambition, have 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 proven success in a demanding supportive financial role, steering client relationships that drive results, we want to hear from you, ASAP!

As a Wealth Advisor Associate, your service-oriented nature and impeccable attention to detail are critical in supporting a Lead Advisor on business development efforts and two Wealth Advisors who are focused on delivering our comprehensive service model. Interacting with high-net-worth individuals, executives, business owners, and families, you are confident being yourself and you also possess a high emotional IQ. You’re 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 people’s lives parallels your drive for personal and professional growth.

• Work with a high-performing & growth-orientated team of advisors who are incentivized to develop your career
• Provide technical financial support to clients
• Create and deliver client presentations
• Participate in client meetings: conduct data gathering, case design, and scenario building
• Manage ongoing client service, create sales presentations, and manage the process of onboarding new clients
• Speak your mind, have your voice heard, innovate, and streamline existing processes
• Grow yourself personally and professionally with the support of your team and upper management with the goal of advancing into a Senior Wealth Advisor Associate and then a Wealth Advisor role after succeeding in the supporting Associate position

• 1-2 years of proven experience in a financial support role, ideally within wealth management
• Desire to achieve the Certified Financial Planner or Chartered Financial Analyst designation
• Excellent attention to detail, multi-tasking, and time management skills
• Strong written and verbal communication skills required.
• Strong knowledge base across investments, economics, accounting, and financial planning
• Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
• Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, Money Guide, E-Money, Tamarac Advisor View, Holistiplan, and Hidden Levers
• Outstanding ability to communicate, present, and influence your team and clients
• Must have Series 65 OR pass Series 65 exam within 90 days of employment and achieve the AWMA and AAMS designations within 9 months of employment
• A sincere desire to make a difference not only in your client's lives but in the world demonstrated through your own volunteer journey

Full-time, salaried exempt

This position is based out of our office in Dallas. This is an in-office position; we do not offer remote Associate positions.

$80,000 base, plus annual bonus paid in quarterly increments

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.