{"id":1656888,"url":"https://alion.io/job/mission-wealth-business-development-advisor-associate","title":"Business Development Advisor Associate","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":"Management","role_family":"Management","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":null,"max":92000,"currency":"USD","period":"year","gross":null,"usd_annual":92000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-09-09T20:03:00Z","employer_posted_date":"2026-09-09","last_verified_at":"2026-10-06T01:05:25Z","board_verified":true,"closed_at":null,"days_open":26,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":26},"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 Associate 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.\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 Associate:\nSales and Pipeline Support\nSupport Business Development Advisors throughout the prospect journey, from initial outreach and discovery through presentation, follow-up, and onboarding handoff.\nHelp maintain an organized pipeline by tracking next steps, open items, advisor assignments, meeting status, and follow-up deadlines.\nUpdate Salesforce lead records, opportunity stages, lead statuses, follow-up tasks, and planning or presentation case details after each meeting.\nConduct outreach by phone, email, text, and approved digital channels to help coordinate first and subsequent prospect meetings.\nProspect Meeting Preparation\nPrepare customized PowerPoint sales presentations and prospect materials for Business Development Advisor meetings.\nBuild MoneyGuidePro financial plans, run planning iterations, and create scenario analyses based on each prospect's goals and financial situation.\nComplete HiddenLevers analysis and gather relevant Mission Wealth resources based on each prospect's needs.\nPrepare internal meeting briefs that summarize prospect background, planning opportunities, meeting objectives, and recommended next steps.\nData Gathering and Documentation\nTrack documents uploaded by prospects and confirm whether all required information has been received.\nFollow up with prospects for missing documents, incomplete information, or additional details needed before meetings.\nOrganize prospect documentation so that information is stored appropriately and is easy for the advisory team to access.\nSupport data gathering, case design, and scenario building for prospective client meetings.\nAdvisor Coordination and Follow-Up\nCoordinate scheduling with Business Development Advisors, Wealth Advisors, and advisory teams across Mission Wealth's regional offices.\nConfirm advisor assignments and send advisor summaries, prospect background, meeting information, and prep materials.\nDraft or send follow-up emails after meetings, confirm next meetings are scheduled, and send upload links, reminders, or requested resources.\nMaintain Salesforce process checklists so each opportunity has clear ownership, completed items, and next actions.\nTeam Contribution and Growth\nBring ideas forward, help streamline existing workflows, and improve how the sales support process operates across the marketing and advisory teams.\nCommunicate effectively with multiple advisors and advisory teams across the United States.\nGrow personally and professionally with the support of the marketing sales team, advisory teams, and firm leadership, with the goal of advancing into a Business Development Advisor role.\nWhat you bring:\nBasic financial knowledge, including familiarity with core planning concepts such as IRAs, Roth IRAs, investments, cash flow, retirement planning, and tax-aware planning conversations.\nA strong desire to build a career in wealth management business development and sales support.\nExcellent attention to detail, organization, multitasking, and time management skills.\nA great phone demeanor and the ability to communicate clearly, warmly, and professionally with prospects and internal teams.\nStrong written and verbal communication skills, including polished follow-up emails and clear advisor summaries.\nComfort with financial planning language and the ability to translate complex information into client-friendly materials.\nAbility to create professional, customized PowerPoint presentations and supporting analysis.\nA high level of emotional intelligence, sound judgment, and confidence interacting with affluent individuals, executives, business owners, and families.\nQualifications:\nSeries 65 required or ability to pass the Series 65 exam within 90 days of employment.\nAbility to achieve the AWMA and AAMS designations within 12 months of employment.\nDesire to pursue the Certified Financial Planner designation after the first year of employment.\nStrong knowledge base across investments, economics, accounting, and financial planning preferred.\nProficiency with Microsoft Office, especially PowerPoint and Excel.\nFamiliarity with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuidePro, eMoney, Tamarac AdvisorView, Holistiplan, and HiddenLevers preferred.\nJob Type: Full-time, salaried exempt\nLocation: This position is based out of one of our offices in Lisle, Houston, Bellevue, Scottsdale, or Santa Barbara. This is an in-office position.\nSalary: $80,000 annual base salary, plus $12,000 annual bonus paid in quarterly increments.\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":6617,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Retirement plans"],"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":"2026-10-02T01:57:32Z"}],"visa":[],"liveness":{"score":48,"band":"ok","label":"Likely open","p_open":1,"p_active":0.64,"p_room":0.75,"age_days":25,"expected_fill_days":29,"reasons":["conf:2","win:late"],"computed_at":"2026-10-05T05:45:15Z"},"pay":{"stated_usd_annual":92000,"is_top_pay":false},"html_url":"https://alion.io/job/mission-wealth-business-development-advisor-associate","json_url":"https://alion.io/job/mission-wealth-business-development-advisor-associate.json","meta":{"generated_at":"2026-10-06T01:12:15Z","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","counted_by":"address","units_charged":1,"used_today":1637,"day_limit":5000,"remaining_today":3363,"minute_limit":60,"resets_at":"2026-10-07T00:00:00Z"}},"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-associate"},{"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-associate"},{"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-associate"},{"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-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmission-wealth-business-development-advisor-associate"}]}