Careers
Ambitious, attentive, analytical candidates wanted!Our Open Positions
Mission Wealth is expanding our services across the United States and innovating ways to better serve our clients. With this growth we are looking for new client advisors, wealth management firms, and other support personnel. If you are ready to explore your fit at Mission Wealth, we would be happy to meet with you to discuss the opportunity. We post all of our open positions on Indeed.com. Please take a look and apply on that site, or you can submit your resume using the form below to inquire about open positions and opportunities. LEARN MORE
Our Benefits
Competitive Compensation
- Competitive Base Salary
- Bonus Plan (based on firm growth)
- Safe Harbor 401(k) with Roth 401(k) option
- Profit-Sharing Plan
- 3 to 5 Weeks Paid Time Off (PTO) per year
- 10 Paid Holidays per year
- Continued Education Reimbursement
- Path to Partnership
Wellness Plan
- Annual $600 Wellness Credit
- FREE Financial Planning and Advising
- Adjustable Stand-to-Sit Desk Setups
- Option to Work from Home (Telecommuting)
- Employee Assistance Program
Fun and Diverse Culture
- Professionally supportive, award-winning, fun, family-friendly culture
- 2 Team Retreats per year
- Holiday Party
- Monthly Team Get-Togethers (Virtual)
- DE&I Task Force
Benefit Package
- 100% Employer-Paid Medical Coverage
- Dependent Medical Coverage Contribution
- Direct Dental Reimbursement (80%)
- Vision Insurance
- Basic Term Life Insurance
- Flexible Spending Accounts for both Dependent and Medical Care
- Short-Term and Long-term Disability Insurance
- Paid Family Medical Leave
Work with a Purpose
- Annual Credit for Philanthropy Efforts and Sponsorships
- Volunteer Philanthropy Time Off (VTO)
- Virtual Team Sustainability Program with Gamification
The Extras
- Lenders Book Library
- Lunch and Learns
- Quarterly Satisfaction Surveys
- Women on a Mission Group
- Affinity Virtual Group Meetings
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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