Career Opportunities at Mission Wealth

We aren't just helping our clients achieve their goals. We're helping our team members achieve their professional and personal goals.
Careers at Mission Wealth

Join Our Award-Winning Team Today

Mission Wealth is expanding our services across the United States and innovating ways to better serve our clients. With this growth we are looking to add new, dynamic team members. Are you ready to pursue your career and reach your goals at Mission Wealth? We would be delighted to meet with you and discuss the opportunity.

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Are you an existing firm or advisor interested in succession planning, a merger, or potential acquisition opportunities?

We are seeking aligned wealth management firms and advisors with the right cultural fit to expand our growing nationwide presence.

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Mission Wealth's Purpose and Core Values

Our values are the foundation of what we do and who we are. Since our founding, we have been relentlessly dedicated to building an extraordinary firm based on the following four values:

Caring

  • We care for one another by treating each other with professionalism and kindness.
  • We care for our clients by serving others the way we would want to be served.
  • We care for our communities through active volunteering and charitable giving.

    Growth-minded 

    • We value and encourage creative thinking and practices to stay competitive in our industry and meet evolving client needs.
    • We promote curiosity, continuous learning, and career advancement for our thriving team.
    • We actively seek opportunities for growth and improvement for clients, as this allows us to be innovative, cutting-edge, and a firm of permanence.

    Adaptable

    • We are nimble and able to meet the changing needs of our clients as they navigate their own life transitions.
    • We leverage technology paired with empathy and wisdom to create significant value.
    • We seek team members with diverse backgrounds who bring unique perspectives so that we may enhance both the team and the client experience.

    Committed

    • We are committed to cultivating a supportive, fun, family-friendly culture.
    • We go the extra mile to deliver exceptional service and results for our clients.
    • We are committed to evolving and expanding our mindset to ensure we stay relevant over time.

    Learn More About Mission Wealth

    Mission Wealth Benefits

    Our "Investing in You" Benefits

    We are proud to invest in our employees with a comprehensive benefits package. When you join our team, you'll receive competitive compensation, wellness plan, a growth-minded and embracing company culture, 100% Mission Wealth-paid medical coverage and health package, philanthropic benefits, and more.
    OUR BENEFITS
    Culture at Mission Wealth

    Our Award-Winning Culture

    We’re proud of the culture we’ve created and we’re continually investing in new ways to develop our people to enable them to grow and succeed throughout their careers. Mission Wealth achieves this through fostering professional and personal growth, a focus on women in the financial industry, diversity throughout our firm, unique benefits to keep employees work-life balanced, and a continued focus of community impact.
    ABOUT OUR CULTURE
    Accolades and Rankings at Mission Wealth

    Our Firm's Awards and Rankings

    Over the years, Mission Wealth has regularly received local and national awards and recognition for our service, workplace culture, diversity and philanthropy. We value recognition from our peers and the media. It reflects our hard work and persistence to provide the best service and value to our clients, team, and communities.
    OUR AWARDS
    Community Involvement at Mission Wealth

    Giving Back is Our Mission

    Since 2000, Mission Wealth has retained a record of outstanding community support, gifting a percentage of our firm profits year-over-year to nonprofit organizations. We are proud to now give back to over 100 nonprofit organizations each year. Our employees continue this community support through a comprehensive community impact package. This initiative includes paid volunteer time off, group volunteering events, donation matching and allocated team giving for each region.
    GIVING BACK
    Culture at Mission Wealth

    Mission Wealth Scholars

    In 2022, Mission Wealth and the Center for Financial Planning partnered to launch Mission Wealth Scholars scholarship program. Its aim is to advance the financial planning profession and financial literacy. This is done by providing financial assistance to individuals pursuing their CFP® certification. Those individuals must be from populations underrepresented in the profession.
    APPLY TODAY
    Culture at Mission Wealth

    Women on a Mission

    We don't just provide financial advice; we educate and empower women to make the best decisions for their future. In addition to specializing in financial empowerment for our female clients, we also host a group of female team members that offer advice and guidance women need in this new age. The goal is to support a future full of strong, independent women, based on education, positivity, mentorship, and empowerment.
    MEET OUR FEMALE ADVISORS