Business Development Advisor

Job overview

The Business Development Advisor role is remote. Compensation is $225,000–$255,000 per year. Mission Wealth provides comprehensive, planning-first wealth management services to affluent families. The advisor engages qualified prospects, learns their financial goals, explains the firm’s planning-first approach, and guides them through early sales and onboarding steps. By coordinating with wealth advisors, marketing, and internal specialists, the role helps convert qualified opportunities into long-term client relationships and improves the prospect experience.

What you'll do

• Respond to qualified inbound leads
• conduct consultative discovery conversations
• explain the firm’s planning-first philosophy, investment approach, and value proposition
• evaluate and prioritize opportunities using CRM and lead-intelligence tools
• guide prospects through the sales process and coordinate with wealth advisors and specialists
• develop tailored recommendations
• support onboarding and transition to the servicing advisory team
• maintain the sales pipeline and follow-up
• coordinate consultations and presentations
• share lead and campaign feedback with Marketing
• support sales process improvements and educational webinars
• assist with CRM reporting, lead routing, proposals, and meeting coordination.

What we're looking for

Skills & competencies

business development advisor

wealth management

financial planning

consultative sales

prospect engagement

inbound leads

salesforce

pardot

remote

mission wealth

$225k–$255k per year

Work arrangement

• Weekend coverage required

Why this role

Serves as an early point of contact for prospects generated through digital marketing and supports a planning-first sales approach.

About the employer

Mission Wealth Management LP is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.