Mission Wealth Named #3 Best Places to Work for Financial Advisors by InvestmentNews

In
 / 
by Matthew Adams
 / 
February 28, 2024
Mission Wealth Named #3 Best Places to Work for Financial Advisors by InvestmentNews

Mission Wealth, a leading wealth management firm, is proud to announce our remarkable achievement of being ranked third in the InvestmentNews‘ Best Places to Work for Financial Advisors for firms with 50+ employees. This marks the third consecutive year that Mission Wealth has been recognized in this prestigious list, a testament to our enduring commitment to creating a supportive and empowering work environment.

Best Places to Work 2024

Mission Wealth is honored among top firms to work for in the US by InvestmentNews in 2024.

Read the full digital edition of InvestmentNews here.

Matt Adams, CEO of Mission Wealth, expressed his gratitude and pride in this achievement: “Being recognized for the third year in a row by InvestmentNews is a tremendous honor and a reflection of our dedication to nurturing a culture of excellence and support. At Mission Wealth, we believe that our success is rooted in the professional and personal growth of our team. This accolade reinforces our commitment to providing a workplace where talented advisors and professionals can thrive, innovate, and contribute to our mission of delivering unparalleled financial guidance. As a 100% employee-owned firm, this award is a direct reflection of Mission Wealth’s core values and our dedication to fostering an environment that supports professional growth, work-life balance, and a collaborative culture.“

The 2024 Best Places to Work for Financial Advisors winners recognize the importance of offering more than just compensation and implement innovative strategies to retain and enable their employees to be exceptional. The award is bestowed upon firms that excel in creating a quality workplace for financial advisors and staff, demonstrating a deep commitment to their team’s development and well-being. This accolade is especially significant as it reflects the positive feedback and high satisfaction levels of the firm’s own employees.

As Mission Wealth continues to grow and serve a diverse range of clients, this accolade serves as a beacon of our firm’s excellence and dedication to both our clients and team members.

Join Mission Wealth’s Award-Winning Team

Discover your path at Mission Wealth, where your career is more than a job – it’s a journey toward personal and professional fulfillment. Please visit our careers page for open positions across the country, or our partnership page if you’re interested in merging with our award-winning firm.

About InvestmentNews

InvestmentNews is the leading source of news, analysis, and information essential to the financial advisory community. Through a weekly newspaper, website, newsletters, research, events, videos, and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however, and wherever they need it.

Methodology

To find and recognize the Best Places to Work for Financial Advisors, InvestmentNews and Best Companies Group first invited organizations to participate by filling out an employer form, which asked companies to explain their various offerings and practices. To be eligible (1) Be a registered investment adviser (RIA), affiliated with (but not an employee of) an independent broker dealer (IBD), or a hybrid/dually registered firm affiliated with an IBD and doing business through an RIA; (2) Be based in the US; (3) Must have a minimum of 15 full or part-time employees working in the US (Please note: All employees in your company should be included in your employee count, not just your financial advising department); (4) Must be in business for a minimum of 1 year.  

 Next, employers will complete an in-depth questionnaire and employees will have the opportunity to offer their honest feedback by taking part in a company-wide survey. Once both portions of the assessment are complete, the team analyzes the data to determine if an organization has what it takes to be the “best.”  

 To ensure credibility, organizations having 15-24 employees must have an 80% or better response rate on the employee survey. The questionnaires are structured to make it equally easy for a participants to provide both favorable and unfavorable responses, and are not designed to produce a pre-determined result. There is no fee to participate.

Financial Guidance For Your Life Journey

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Guidance For Your Full Financial Journey

Through our comprehensive platform and expertise, Mission Wealth can guide you through all of life's events, including retirement, investment planning, family planning, and more. You will face many financial decisions. Let us guide you through your options and create a plan.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. We are fiduciaries, and our holistic planning process provides clarity and confidence. For more information on Mission Wealth, please visit missionwealth.com.

To meet with a Mission Wealth financial advisor, contact us today at (805) 882-2360.

MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. ALL RIGHTS RESERVED. THERE IS NO FEE TO PARTICIPATE IN THIS RANKING. 00577099 02/24

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