Diversity, Equity and Inclusion

Celebrating and Empowering People. Our Mission.

A thriving diverse and inclusive culture empowers Mission Wealth to be a force of change within the industry and to continually expand our market share. We maximize growth opportunities by attracting and retaining clients and team members from different backgrounds and we encourage innovation that comes from diverse viewpoints. We foster a dynamic workplace culture where curiosity is embraced to allow new perspectives to be openly considered. At Mission Wealth, all employees and leaders have expanded compassion and awareness for the importance of DE&I at the firm.

Our Practices

Our firm promotes an equal opportunity environment, with widespread representation of various races, gender identities, religions, sexual orientations and other diverse communities.

Our Mission is to help people live their best life. Mission Wealth is committed to continually strengthening our company culture through diversity and inclusion programs in both our work environment and the extended communities we serve.

  • Increasing diversity throughout our company by hiring nationwide and supporting a fully distributed workforce.
  • Creating equity with clear career growth plans, leadership and partner opportunities. Providing comprehensive training programs, including our Accelerated Advisor, mentorships and Sustainable Future Campaign on Diversity.
  • Ensuring inclusivity through various employee affinity groups, Diversity and Inclusion Committee, training, retreats, UCSB Arts and Lectures on Diversity, and INSPIREDtalks with diverse speakers and topics.

Additionally, Mission Wealth supports our community and partners with numerous nonprofits, including national programs through the Foundation for Financial Planning, to champion volunteer efforts and philanthropic support to amplify our diversity and inclusion impact.

Diversity

diversity at mission wealth

We attract and retain team members with diverse backgrounds.

Equity

equity at mission wealth

We are consistently recognizing and redistributing power.

Inclusion

inclusion at mission wealth

Thoughts, ideas and perspectives of all individuals matter.

Diversity

diversity at mission wealth
  • We are an Equal Opportunity Employer. Mission Wealth hires without regard to age, race, color, national origin, gender (including pregnancy, childbirth or medical condition related to pregnancy or childbirth), gender identity or expression, religion, physical or mental disability, medical condition, legally protected genetic information, marital status, veteran status, military status, sexual orientation or any other factor.

  • Our Community Impact Program continues to increase our impact through both sponsorships and community involvement with a diverse selection of organizations across the nation. Our firm's primary charitable focus is to support organizations in Environmental, Health and Human Services and Education/Youth Development.

  • We provide Employee Diversity Training to encourage our team to learn about the importance of specific holidays, through diversity campaigns on the Sustainable Future Platform and through mandatory online courses. The online training is provided annually to all employees and addresses important issues around diversity in the workplace.

Equity

equity at mission wealth
  • Mission Wealth defines a clear career path for each department through our “Diamond Team” model.

  • Employees are eligible to participate in a Path to Partner program, where they can contribute to the evolution of our firm and our industry. Currently, our 15-member partner group encompasses a diverse group of both men and women, and is continually expanding to client advisors and key support personnel.

  • Mission Wealth ensures people’s talents are recognized through promotion, bonus structure and various leadership opportunities.

  • We are transparent with a competitive compensation and bonus structure. We are proud to offer consistent compensation across different geographic locations.

  • All team members are eligible for free financial planning and advising through our firm.

  • We offer internal specialized training programs, including:

    • Accelerated Advisor Program – Training and career inspiration for newer advisors and advisor associates. We highlight advisor best practices, handling difficult client conversations, knowing and reading your client, nonverbal communication, listening and other soft skills that aren’t taught in the CFP curriculum.

    • Mentorship Program – Associates and newer advisors are paired with more seasoned advisors from different teams. The goal is for our mentors to provide career support and for mentees to have a safe and confidential place to ask questions and learn from someone outside their own team while developing friendships.

    • Continued Education Reimbursement – Ongoing learning is promoted with a reimbursement for education costs that support an employee’s professional growth.

Inclusion

inclusion at mission wealth
  • Mission Wealth values open feedback, so we hold employee huddles and reviews routinely and as requested by employees.

  • We send our team different surveys each year, covering various topics around personal satisfaction, opinions on our processes and services, culture and additional topics. We share those results as a team, collaborate and actively make changes to improve.

  • Our Executive Committee consists of men and women with different perspectives, backgrounds and opinions.

  • We recruit, develop and retain the talent needed to meet business objectives, while targeting highly qualified individuals that represent diverse communities and backgrounds.

  • Our Diversity and Inclusion Committee is open to all employees and meets once a month to ensure Mission Wealth continues our mission to be a best place to work for with a sole focus on diversity and inclusion.

  • Employees can take part in different Affinity Groups, including Women on a Mission, Men on a Mission, Mission Book Club, Fitness Club, Cooking Club, Gardening Club, and coming soon, a Young Professionals on a Mission group.

  • We offer free INSPIREDtalks to the public and Mission Wealth employees, four times a year, where diverse and professional speakers present on a number of insightful topics. LEARN MORE

  • Employees at Mission Wealth are encouraged to champion philanthropic causes that are diversified and important to them; every employee is offered Paid Volunteer Time Off, as well as dollar-matching opportunities through Mission Wealth.

  • We have opened up hiring to national locations to achieve a more diverse team and offer a 100% remote working option for most positions. Currently we have an 89% distributed workforce across the nation.

  • We provide pro bono financial services to at-risk communities through the Foundation for Financial Planning Opportunities. Through our financial planning process, we help individuals in financial crisis, people with cancer, low-income communities, veterans and military members and those severely impacted by 2020.

  • To keep our culture strong and inclusive, we hold retreats every year to connect as a team. These multiday programs include facilitated ice-breaker exercises to develop deep ties, shared vulnerability and a personal appreciation for each valued company member, with fun activities highlighting the distinct culture of the retreat location.  We also include a group volunteer activity and an open forum for co-creation and contribution to designing and empowering our company vision for the future.