{"id":1930733,"url":"https://alion.io/job/mission-wealth-business-development-advisor-2","title":"Business Development Advisor","company":{"id":2108894,"name":"Mission Wealth","domain":"missionwealth.com","url":"https://alion.io/company/missionwealth","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"ADP","truth_index":null},"role":"Sales","role_family":"Sales","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Scottsdale, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":225000,"max":255000,"currency":"USD","period":"year","gross":null,"usd_annual":255000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-10-05T18:18:00Z","employer_posted_date":"2026-10-05","last_verified_at":"2026-10-26T18:09:20Z","board_verified":true,"closed_at":null,"days_open":21,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":21},"description":"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. If you're passionate about financial planning, enjoy building meaningful relationships, and thrive in a consultative sales environment, we'd love to meet you.\nIn 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.\nThis 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.\nMission Wealth has provided comprehensive wealth management services to affluent families since 2000. Through our integrated, planning-first approach, we help clients navigate every stage of life with confidence, ensuring their financial strategies evolve alongside their goals. Our commitment to exceptional client service, innovation, and community involvement has made us one of the nation's fastest-growing independent registered investment advisors.\nWhat you’ll do as a Business Development Advisor:\nLead Engagement & Sales Strategy\nRespond promptly and professionally to qualified inbound leads generated through digital marketing channels, including our website, webinars, paid media, SEO, referrals, and strategic partnerships.\nConduct consultative discovery conversations to understand each prospect's goals, financial needs, and overall fit with Mission Wealth.\nClearly articulate Mission Wealth's planning-first philosophy, investment approach, and unique value proposition.\nEvaluate and prioritize opportunities using Salesforce, Pardot, Catchlight, Zoom, and other CRM and lead intelligence tools.\nProspect Conversion & Financial Planning\nGuide prospective clients through the sales process by educating them on comprehensive financial planning and investment strategies. \nPartner with Wealth Advisors and internal specialists to prepare, present, and successfully convert planning engagements into long-term client relationships. \nDevelop tailored, value-based recommendations that align Mission Wealth's capabilities with each prospect's unique financial goals. \nServe as a trusted resource throughout the onboarding process, ensuring a smooth transition to the servicing advisory team while supporting successful client conversion. \nDevelop deep expertise in Mission Wealth's investment solutions, planning capabilities, and niche specialties to confidently address client questions and opportunities. \nBusiness Development & Pipeline Management\nExecute consistent follow-up strategies for new, active, and dormant prospects through phone, email, text messaging, and automated marketing campaigns. \nMaintain an organized and accurate sales pipeline within Salesforce and Pardot, ensuring timely follow-up and exceptional CRM data quality. \nCoordinate consultations, planning presentations, and implementation meetings while proactively managing reschedules, no-shows, and re-engagement opportunities. \nIdentify recurring prospect questions, objections, and lead quality trends, sharing insights that strengthen future marketing and sales initiatives. \nMarketing & Sales Partnership\nCollaborate closely with the Marketing team to optimize messaging, nurture campaigns, and digital conversion strategies. \nProvide ongoing feedback on lead quality, referral partners, campaign performance, and marketing ROI. \nContribute to the continuous improvement of sales processes, playbooks, scripts, KPIs, and standard operating procedures. \nPartner with Marketing and Sales leadership through regular pipeline reviews and strategy meetings to improve lead conversion and client experience. \nRepresent Mission Wealth by hosting educational webinars and virtual events designed to engage prospective clients and support business development initiatives. \nHelp shape Mission Wealth's digital growth strategy by sharing prospect feedback, market trends, and opportunities that improve lead generation and conversion.\nSales Operations & Client Experience\nSupport CRM reporting, lead routing, and sales operations to ensure efficient pipeline management. \nAssist with proposal preparation, meeting coordination, and follow-up communications throughout the prospect journey. \nDeliver a responsive, personalized, white-glove experience that reflects Mission Wealth's commitment to exceptional client service.\nWho you are:\nRelationship Builder. You genuinely enjoy connecting with people, building trust, uncovering their goals, and helping them take the next step toward financial confidence.\nConsultative 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.\nFinancial Planning Advocate. You believe in the value of comprehensive financial planning and enjoy educating prospective clients on how thoughtful advice can improve their lives.\nClient-First Problem Solver. You listen carefully, think strategically, and tailor conversations to each prospect's unique goals, priorities, and concerns.\nOrganized & Process-Oriented. You understand that exceptional client experiences begin with timely follow-up, strong organization, accurate CRM management, and consistent execution.\nTechnology-Forward. You're comfortable leveraging CRM platforms, digital communication tools, and emerging AI technologies to improve productivity and create a seamless prospect experience.\nCollaborative & Growth-Minded. You enjoy partnering with teammates across marketing, sales, and advisory teams, actively seek feedback, and are committed to continually strengthening your industry knowledge, sales skills, and professional development.\nWhat You Bring as a Business Development Advisor:\n3+ years of success in business development, consultative sales, wealth management, or financial advisory roles, with financial services experience strongly preferred.\nDemonstrated success converting opportunities into clients, including managing inbound and outbound lead pipelines, qualifying prospects, and consistently driving new business growth.\nStrong understanding of financial planning principles. CFP®, Series 65, or equivalent financial planning knowledge required, or the ability to obtain the appropriate designation within 12 months.\nExperience using CRM and sales technology, such as Salesforce, Pardot, or similar platforms, with exceptional organization and pipeline management skills.\nOutstanding communication and relationship-building abilities, with a consultative, empathetic approach that inspires trust and confidence.\nConfidence engaging prospective clients through phone, video, and digital communication while managing a robust pipeline without sacrificing a personalized experience.\nAbility to thrive in a fast-paced, collaborative environment while delivering Mission Wealth's signature white-glove client experience.\nExperience working with high-net-worth (HNW) individuals and families, with an understanding of their unique planning and investment needs.\nComfort using digital tools and AI-enabled technology to improve productivity, personalize prospect engagement, and enhance the client experience.\nBachelor's degree or equivalent combination of education and relevant professional experience preferred.\nJob Type: Full-time, salaried exempt\nLocation: This position is based out of one of our offices in Lisle, Houston, Santa Barbara, Scottsdale, or Bellevue. This is an in-office position.\nSalary: $165,000, plus annual bonus paid in quarterly increments. Bonuses include supplemental, sales-based, and performance (hurdle) bonuses.\nThis position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.\nPlease submit your cover letter and resume outlining your detailed experience of proven success within wealth management. 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.","description_format":"text","description_chars":9084,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Equity","Professional development"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-05T21:49:46Z"}],"visa":[],"liveness":{"score":56,"band":"ok","label":"Likely open","p_open":1,"p_active":0.748,"p_room":0.75,"age_days":20,"expected_fill_days":27,"reasons":["conf:3","win:late"],"computed_at":"2026-10-26T05:57:25Z"},"pay":{"stated_usd_annual":255000,"is_top_pay":true},"html_url":"https://alion.io/job/mission-wealth-business-development-advisor-2","json_url":"https://alion.io/job/mission-wealth-business-development-advisor-2.json","meta":{"generated_at":"2026-10-26T23:12:55Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":31608,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-27T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2108894},"rest":"https://alion.io/mcp/rest/get_company?id=2108894"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmission-wealth-business-development-advisor-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmission-wealth-business-development-advisor-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmission-wealth-business-development-advisor-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/mission-wealth-business-development-advisor-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmission-wealth-business-development-advisor-2"}]}