Mission Wealth · 2 months ago
Business Development Advisor
Houston, TX, US
Full-time
Onsite
Mid, Senior Level
$120K/yr - $200K/yr
2+ years expMission Wealth is a Barron’s Top 100 RIA firm dedicated to providing comprehensive wealth management services. The Business Development Advisor will be responsible for client acquisition by engaging with qualified digital leads, educating prospects, and facilitating their financial journey.
Financial ServicesInsuranceRisk ManagementTax ConsultingWealth Management
Responsibilities
Respond quickly and professionally to inbound leads from digital channels (website, webinars, paid ads, SEO, referrals, etc.)
Conduct warm discovery calls to qualify prospects, identify needs, and determine fit for the firm
Clearly communicate Mission Wealth’s value proposition and how our services align with their goals
Determine lead qualification using CRM data enrichment tools (e.g., Salesforce, Pardot, Zoom, Catchlight, etc.)
Partner with servicing teams and internal resources to develop, present, and close planning-based financial plans
Become a high-level expert on Mission Wealth’s suite of investment solutions and niche-based strategies to diagnose and target prospects' need(s) quickly
Development of value-based needs and solutions that can be communicated to prospects
Transition converted leads to servicing advisors and stay involved through implementation conversations when needed to support conversion
Help generate new client relationships by serving as a knowledgeable resource for information and advice
Educate prospective clients on comprehensive financial planning and investment strategies
Proactively follow up with cold, warm, and stale leads via phone, text, email, and marketing automation workflows
Track and manage pipeline activity in Salesforce and Pardot, maintaining excellent data hygiene
Schedule consultations, presentations, and implementations using tools like Calendly and monitor no-shows, reschedules, and re-engagement workflows
Surface lead quality trends, pain points, and objections to inform marketing strategies
Partner with Marketing to test messaging, refine nurture campaigns, and improve conversion rates
Provide feedback on lead source partners and track ROI from different marketing funnels
Contribute to internal discussions on sales scripts, SOPs, and performance metrics
Participate in weekly check-ins with the marketing team and sales leadership as needed to coordinate lead follow-ups and enhance the handoff experience
Assist with CRM reporting, lead assignment tracking, and operational follow-through
Support proposal meeting prep and post-call summaries when involved in ongoing prospect conversations
Ensure professional, responsive, and seamless experiences for every prospective client
Qualification
Required
2–10 years of experience in sales, business development, or advising roles; financial services experience preferred
Proven ability to manage outbound and inbound lead flows and convert to booked meetings and closed clients
Familiarity with Salesforce or similar CRM systems; strong organization and pipeline management skills
Excellent written and verbal communication skills, with a consultative and empathetic approach
Experience with high-volume calling, prospect qualification, and structured conversion processes
Ability to thrive in a fast-paced environment while maintaining a high-touch, white-glove experience
Preferred
CFP®, S65, or a firm grasp of planning concepts preferred (or willingness to attain designation within 12 months)
Bachelor's degree preferred
Financial services experience preferred
Benefits
Medical/dental/vision benefits
401(k)/Profit Sharing
Volunteer Time Off (VTO)
Family Medical Leave (FMLA)
Sabbaticals
Wellness benefits
Ongoing educational reimbursements
Company
Mission Wealth
Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Great Hill Partners
2025-05-01Private Equity
Leadership Team
Brad Stark
Founder and Chief Compliance Officer
John Wernz
Partner, Strategic Advisor
Recent News
2025-09-17
2025-08-25
Company data provided by crunchbase