Wealth Planner

Mission Wealth Management LP•Gig Harbor, WA

6d•$100,000•Hybrid

About The Position

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Planner to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a wealth management professional with hustle and a couple of years of experience working in a wealth management support role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to providing exceptional support to Senior Advisors. If you can articulate your proven success in wealth management, we want to hear from you, ASAP! Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. The Wealth Planner will work closely with two wealth advisors to serve tech clients, enjoy a variety of on-the-job learning opportunities, and be involved in all areas of financial planning. This is an ideal position for an early-career professional who has 2 to 5 years of financial services experience (accounting, wealth management, etc.) and who is eager to learn and grow.

Requirements

Excellent written and verbal skills to communicate in a factual, polite, and professional manner
Acute attention to detail to produce an accurate and thorough work product, leaving nothing to chance
Serious, diligent, and reserved, with a “how can I help you?” attitude
Analytical skills to prepare and analyze client financial statements, plans, and investments
Interest in mastering industry software, including eMoney for financial planning, Salesforce for client relationship management (CRM), Tamarac for portfolio management, and Holistiplan for tax projections.
A helpful and cooperative personality
Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer
Desire and ability to manage time effectively, prioritize projects to ensure on-time completion, and achieve goals consistently and efficiently in a small company environment
Ability to follow our well-defined processes and procedures to perform activities
A collegial and collaborative work style; able to work well with all members of the team, and to pitch in on all aspects of serving our clients
A high level of professionalism and a thirst to learn and grow as a financial professional
2 to 5 years of experience in a wealth management firm preferred, or in the financial services industry
Bachelor’s degree (in Financial Planning or a related field, preferred)

Responsibilities

The Wealth Planner supports Wealth Advisors with all aspects of wealth management, including resolving client requests, data gathering and analysis, drafting financial plans, portfolio and asset allocation reviews, meeting preparation, client communication, client account maintenance, and implementation of recommendations.
Additionally, the Wealth Planner will support business development activities such as preparation for prospective client meetings.
The responsibility of this position is managing specialized work efficiently, with confidence and competence.
The position requires above-average attention to detail, concern for the exact correctness of work, and a strong commitment to completing tasks on time.
The person in this position will take work seriously, have a strong sense of duty, and be disciplined.
Detailed, specialized work is the major focus of your role.
All client relationships are handled on a team basis, and the Wealth Planner is a key member of the team.
A strong, friendly follow-up is necessary on delegated tasks to ensure proper results.