Careers

Ambitious, attentive, analytical candidates wanted!

About Our Team

  • We celebrate the individual strengths of each team member. Our highly credentialed professionals work closely together, harnessing our extensive experience and education to bring world-class service and advice to our clients.
  • We all believe in giving back to the communities that we live in. We feel very privileged to serve others, for this reason giving back is embedded into the Mission Wealth culture.
  • Each team member is personally motivated by the belief that there is value beyond measure in empowering others to achieve their life dreams.
  • Our firm is 100% employee owned, with all owners actively involved in delivering advice to our clients.

Benefits To Working With Us

We offer a competitive salary, team-based bonus plan, 401(k), cash balance plan, profit sharing plan, wellness package, and medical/dental benefits in a downtown Santa Barbara location. We encourage all employees to be an active participant in their community and support time dedicated to non-profit involvement.

Client Advisor Associate

Santa Barbara, CA

THE POSITION: We are currently looking for a Client Advisor Associate for our Santa Barbara, CA office. Client Advisor Associates are responsible for providing technical support to Client Advisors by data gathering, case design, scenario building and plan presentation; they also may participate in client meetings.

WHO WE ARE LOOKING FOR: The ideal candidate would have at least 3+ years of experience (preferably in wealth management), a Bachelor’s degree, and a desire to work toward the CERTIFIED FINANCIAL PLANNER™ designation. Outstanding communication skills are required for both ongoing client service as well as onboarding of new clients. The qualified candidate will be organized, extremely detail-oriented, and proficient with Microsoft Suite (Excel/Word/Outlook/PowerPoint). Familiarity with Junxure (CRM), Salesforce (a plus), MoneyGuidePro, AdvisorView, and Morningstar.

Client Service Representative

San Francisco, CA

THE POSITION: We are currently looking for a Client Advisor Associate for our San Francisco, CA office. This team member will be responsible for professional and targeted support for the Operations department. The ideal candidate should have prior experience in client service positions.

WHAT WE ARE LOOKING FOR: The ideal candidate will have experience working with clients directly. The essential duties and responsibilities for this position include: assist with the onboarding of new clients, opening new accounts with custodians, facilitate various account transactions and maintenance of registration accounts (account deposits, withdrawals, journals, address changes, account closings, etc).

Client Advisor Associate

San Francisco, CA

THE POSITION: We are currently looking for a Client Advisor Associate for our San Francisco, CA office. Client Advisor Associates are responsible for providing technical support to Client Advisors by data gathering, case design, scenario building and plan presentation; they also may participate in client meetings.

WHO WE ARE LOOKING FOR: The ideal candidate would have at least 3+ years of experience (preferably in wealth management), a Bachelor’s degree, and a desire to work toward the CERTIFIED FINANCIAL PLANNER™ designation. Outstanding communication skills are required for both ongoing client service as well as onboarding of new clients. The qualified candidate will be organized, extremely detail-oriented, and proficient with Microsoft Suite (Excel/Word/Outlook/PowerPoint). Familiarity with Junxure (CRM), Salesforce (a plus), MoneyGuidePro, AdvisorView, and Morningstar.

 

To apply, fill out the form below and we will be in touch!