Mission Wealth · 2 days ago
Wealth Planner
Gig Harbor, WA, US
Full-time
Hybrid
Entry, Mid Level
$100K/yr - $124K/yr
2+ years expMission Wealth is a leading wealth management firm recognized for its commitment to community and client service. The Wealth Planner will support Wealth Advisors in various aspects of wealth management and business development activities while gaining valuable experience in financial planning.
Financial ServicesInsuranceRisk ManagementTax ConsultingWealth Management
Responsibilities
The Wealth Planner supports Wealth Advisors with all aspects of wealth management, including resolving client requests, data gathering and analysis, drafting financial plans, portfolio and asset allocation reviews, meeting preparation, client communication, client account maintenance, and implementation of recommendations
Additionally, the Wealth Planner will support business development activities such as preparation for prospective client meetings
The responsibility of this position is managing specialized work efficiently, with confidence and competence
The position requires above-average attention to detail, concern for the exact correctness of work, and a strong commitment to completing tasks on time
The person in this position will take work seriously, have a strong sense of duty, and be disciplined
A somewhat faster-than-average pace is the norm
Detailed, specialized work is the major focus of your role
You’ll receive clearly-defined projects and responsibilities, ongoing and thorough training opportunities to develop expertise, and appreciation of your competence, conscientiousness, and loyalty
The position will provide security in a stable work environment, allowing you to plan for, focus on, and complete tasks on hand
When changes in the nature of the work occur, you’ll receive direction, training, and support
The position is generally task-oriented and structured, requiring someone with a careful and cautious approach to work
All client relationships are handled on a team basis, and the Wealth Planner is a key member of the team
A strong, friendly follow-up is necessary on delegated tasks to ensure proper results
Qualification
Required
Excellent written and verbal skills to communicate in a factual, polite, and professional manner
Acute attention to detail to produce an accurate and thorough work product, leaving nothing to chance
Serious, diligent, and reserved, with a 'how can I help you?' attitude
Analytical skills to prepare and analyze client financial statements, plans, and investments
Interest in mastering industry software, including eMoney for financial planning, Salesforce for client relationship management (CRM), Tamarac for portfolio management, and Holistiplan for tax projections
A helpful and cooperative personality
Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer
Desire and ability to manage time effectively, prioritize projects to ensure on-time completion, and achieve goals consistently and efficiently in a small company environment
Ability to follow our well-defined processes and procedures to perform activities
A collegial and collaborative work style; able to work well with all members of the team, and to pitch in on all aspects of serving our clients
A high level of professionalism and a thirst to learn and grow as a financial professional
Preferred
2 to 5 years of experience in a wealth management firm preferred, or in the financial services industry
Bachelor's degree (in Financial Planning or a related field, 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
2026-01-16
2025-09-17
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