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Financial advisor associate – wealth management

Mission Wealth

This is a Full-time position in Santa Barbara, CA posted December 13, 2019.

We’re hiring a polished, growth-minded Client Advisor Associate for our client, Mission Wealth, to join their award-winning team.

If you’re ready to elevate your career with a leading wealth management company with over 98% client retention rate and a commitment to giving back, 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 Client Advisor Associate, your service-oriented nature and impeccable attention to detail are key in this position supporting your Lead Advisor and two Client Advisors.

Interacting with high net worth individuals, executives, business owners, and families, you’re confident of being yourself and 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.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 future.Day-to-Day as Client Advisor Associate: Work with a high-performing & growth-orientated team in a gorgeous office near the beach in Santa BarbaraProvide technical financial support to clients and advisorsCreate and present client presentationsParticipate in client meetings: Conduct data gathering, case design and scenario buildingManage ongoing client service while taking on new clientsSpeak your mind, have your voice heard, innovate and streamline existing processes, and enjoy coming to work each dayGrow yourself personally and professionally with the support of your team and upper management with the goal to advance into a Client Advisor role after succeeding in the supporting Associate positionBe financially rewarded for putting in the hard workWhat You Bring as Client Advisor Associate: 2+ years’ proven experience in a financial support role, ideally within wealth managementBachelor’s Degree in Finance, Business or Economics and a desire to achieve the Certified Financial Planner designation, and potentially the Chartered Financial Analyst designationExcellent attention to detail, multi-tasking, and time management skillsStrong knowledge base across investments, economics, accounting, and financial planningProficient with the full MS Office Suite; ability to create complex and impactful presentations/analysisFamiliar with Salesforce, MoneyGuidePro, AdvisorView, and MorningStarOutstanding ability to communicate, present and influence your team and clientsA sincere desire to make a difference not only in your clients’ lives but in the world demonstrated through your own volunteer journeyNext step?

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management.

Be sure to share and one of your favorite volunteer projects too!

Mission Wealth offers a competitive salary, team-based bonus plan, medical/dental/vision benefits, 401(k) and wellness packages plus education scholarships.