Wealth Planner

Overview

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 Planner 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 wealth management professional with hustle and a couple of years of experience working in a wealth management support role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to providing exceptional support to Senior Advisors. If you can articulate your proven success in wealth management, we want to hear from you, ASAP!

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.

The Wealth Planner will work closely with two wealth advisors to serve tech clients, enjoy a variety of on-the-job learning opportunities, and be involved in all areas of financial planning. This is an ideal position for an early-career professional who has 2 to 5 years of financial services experience (accounting, wealth management, etc.) and who is eager to learn and grow.

• The Wealth Planner supports Wealth Advisors with all aspects of wealth management, including resolving client requests, data gathering and analysis, drafting financial plans, portfolio and asset allocation reviews, meeting preparation, client communication, client account maintenance, and implementation of recommendations.
• Additionally, the Wealth Planner will support business development activities such as preparation for prospective client meetings.

• Unambiguous direction for completing tasks from start to finish. Concern for getting work done on time and correctly.
• Extremely task-oriented. High standards of quality and accuracy.
• Adhering to established guidelines and procedures. Requires a high degree of information gathering before making decisions. Must be comfortable making decisions in the area of specialty or expertise.
• Reserved, factual, formal, and sincere communication. You’ll look to management for direction in areas outside of your expertise.
• Strong follow-through on delegated tasks and assignments.
• Comfortable following established policies and procedures, and expecting others to do the same. Leads by example and is a technical expert.

• Excellent written and verbal skills to communicate in a factual, polite, and professional manner
• Acute attention to detail to produce an accurate and thorough work product, leaving nothing to chance
• Serious, diligent, and reserved, with a “how can I help you?” attitude
• Analytical skills to prepare and analyze client financial statements, plans, and investments
• Interest in mastering industry software, including eMoney for financial planning, Salesforce for client relationship management (CRM), Tamarac for portfolio management, and Holistiplan for tax projections.
• A helpful and cooperative personality
• Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer
• Desire and ability to manage time effectively, prioritize projects to ensure on-time completion, and achieve goals consistently and efficiently in a small company environment
• Ability to follow our well-defined processes and procedures to perform activities
• A collegial and collaborative work style; able to work well with all members of the team, and to pitch in on all aspects of serving our clients
• A high level of professionalism and a thirst to learn and grow as a financial professional
• 2 to 5 years of experience in a wealth management firm preferred, or in the financial services industry
• Bachelor’s degree (in Financial Planning or a related field, preferred)

Job Type: Full-time, salaried exempt

Location: This position is based out of our office in San Francisco. This is a hybrid position requiring a minimum of 3 days per week in the office.

Salary: $100,000 base with $24,000 in annual bonus eligibility, paid in quarterly increments.

Please submit your cover letter and resume outlining why you are interested in this position 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.