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Mission Wealth · 2 hours ago

Lead Advisor

Charlotte, NC

Full-time

Hybrid

Senior Level

$120K/yr - $200K/yr

5+ years exp

Mission Wealth is a leading wealth management firm recognized for its commitment to client service and community involvement. They are seeking a growth-minded Lead Advisor to drive business development while managing client relationships and leading a team of advisors.

Financial ServicesInsuranceRisk ManagementTax ConsultingWealth Management

Growth Opportunities

Hiring Manager

Tina Kunze, PHR®

Responsibilities

Develop new leads and referrals to expand the firm's client base

Meet with prospective clients to present tailored proposals and solutions

Represent the firm at networking events and branch presentations

Personally manage a book of business generating approximately $1MM in revenue (typically 20-40 clients)

Ensure exceptional client satisfaction, retention, and proactive financial planning

Collaborate with clients to address their entire financial picture, including estate planning, tax strategies, and long-term wealth management

Lead a high-performing, growth-oriented team

Run a weekly team huddle and conduct regular check-ins (biweekly/monthly), quarterly conversations, and annual reviews

Provide technical financial guidance to clients and Wealth Advisors

Qualification

CFPCFAFinancial PlanningSalesforceWealth ManagementTeam DevelopmentHigh Emotional IntelligenceLeadership SkillsCommunication SkillsAttention to Detail

Required

CFP® required

5-10+ years of experience in financial advisory services, including client relationship management, business development, and wealth planning

Extensive experience advising high-net-worth families on comprehensive financial planning, investment strategies, estate, tax, cash flow planning, and philanthropy

Familiarity with tools such as Salesforce, MoneyGuide, eMoney, Tamarac AdvisorView, Holistiplan, and Hidden Levers

Proven ability to mentor, manage, and coach team members while driving revenue growth through custodial referral platforms, community involvement, asset gathering and COI & client referrals

The confidence, poise, and gravitas required to be a trusted advisor to affluent families

Ability to strategically align financial plans with a client's overall vision and coordinate with external advisors

High emotional intelligence (EQ) and exceptional communication skills (written, verbal, listening, and presentation)

Strong leadership skills, fostering team performance, professional development, and collaboration

Entrepreneurial mindset with a self-starter attitude and strong work ethic

Commitment to ethical standards, proactive client service, and continuous learning

Results-driven, adaptable, and thrives in a fast-paced environment

Excellent attention to detail, time management, and multi-tasking abilities