Mission Wealth · 1 day ago
Wealth Advisor
Seattle, WA
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $190K/yr
5+ years expMission Wealth is a Barron’s Top 100 RIA firm dedicated to providing exceptional wealth management services. The Wealth Advisor role involves collaborating with a team to support high-net-worth clients, delivering tailored financial plans, and driving business development efforts.
Financial ServicesInsuranceRisk ManagementTax ConsultingWealth Management
Responsibilities
Work with a high-performing & growth-orientated team
Provide technical financial support to clients and Lead Advisors
Deliver family office/private client/integrated wealth/emerging wealth service model to up to 100 households
Some focus on weekly business development/referrals
Manage ongoing client service while taking on new clients
Speak your mind, have your voice heard, innovate and streamline existing processes, and enjoy coming to work each day
Grow yourself personally and professionally with the support of your team and leadership
Be financially rewarded for putting in the hard work
Qualification
Required
5+ years' proven experience as an advisor in wealth management
Bachelor's Degree and Certified Financial Planner designation
Excellent attention to detail, multi-tasking, and time management skills
Ability to begin taking on clients immediately
Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers
Outstanding ability to communicate, present, and influence your team and clients
A sincere desire to make a difference not only in your client's lives but, in the world, demonstrated through your own volunteer journey
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
Company data provided by crunchbase