Careers
Ambitious, attentive, analytical candidates wanted!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 and Linkedin. Please take a look and apply via the sites, or you can submit your resume using the form below to inquire about open positions and opportunities. Learn more about our diversity and inclusion.
Award-Winning Culture & Impact
- Up to $2,000 in firm donation matches per year
- One week of Volunteer Time Off (VTO) per year
- Community volunteer events
- Annual budget for regional team giving
- Board membership dues covered
- Rated a Top 300 Impact Company worldwide by Real Leaders
- Professionally supportive, award-winning, fun, family-friendly culture
- An annual team retreat for employees nationwide
- Holiday Party
- Rated Best Places to Work by FORTUNE, Great Place to Work, Inc. Magazine, InvestmentNews, Pacific Coast Business Times, and Women's Choice Awards.
Wellness & Benefits Package
- 100% Employer-Paid Medical and Vision Coverage
- Dependent Medical Coverage Contribution
- Direct Dental Reimbursement (80%)
- Basic Term Life Insurance
- Anthem Wellness Program
- Flexible Spending Accounts for both Dependent and Medical Care
- Short-Term and Long-Term Disability Insurance
- Paid Family Medical Leave (1 week)
- Paid Sabbatical Leave (after 10 years)
- Paid Paternal Leave (4 weeks)
- Adjustable Stand-to-Sit Desk Setups
- Option to Work from Home
- Employee Assistance Program
Investing in You
- Competitive Base Salary
- Bonus Plan (based on firm growth)
- Safe Harbor 401(k) with Roth 401(k) option
- Profit-Sharing Plan
- Starting at 3 Weeks Paid Time Off (PTO) per year
- 11 Paid Holidays per year
- FREE Financial Planning and Advising
- Continued Education Reimbursement
- Path to Partnership
- Lenders Book Library
- Lunch and Learns
- Quarterly Satisfaction Surveys
- Affinity Virtual Group Meetings
Our Awards & Rankings
We are proud to have received industry recognition and prestigious awards.
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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