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Full Time
Business Services
$72k-107k (estimate)
06/21/2024
07/12/2024
missionwealth.com
MCKINNEY, TX
25 - 50
2000
AMY LIMAS
$5M - $10M
Business Services
Mission Wealth is a premiere wealth and investment management firm that manages over $4.4 billion in assets. The firm is headquartered in Santa Barbara, CA and has nineteen other offices located in California, Oregon, Washington, Arizona, Texas, Indiana, New York, Iowa, Illinois, Utah and Colorado. Mission Wealth's service offerings include financial planning, investment management, estate planning, risk management, charitable giving, tax planning, retirement planning and inspired living. Because we are independent and do not sell proprietary products, we can provide impartial financial advice ...
to our clients. We are not just a money manager; we help clients manage their entire balance sheet. We keep track of loans and contact clients when rates drop to the point that they may benefit from a refinance. We track investment real estate and help analyze yields, taxes, risks, and capital appreciation potential for real estate portfolios. We update retirement projections yearly. We review Estate Documents to make sure that clients desires will be carried out. We talk to clients accountants to make sure the investments and taxes are integrated. Finally, we review clients insurance coverage and help make sure there is adequate coverage at the best possible price. Clients are often surprised to learn that we perform all of these services for the same fee they are paying to their current advisor. Most of our clients are between the ages of 50-70, have a net worth between $3-60MM (with an investment minimum of $1MM), and come to us as the result of a wealth or windfall event.
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The job skills required for Wealth Advisor Associate include Wealth Management, Planning, Client Service, Presentation, Client Relationship, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Advisor Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Advisor Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Advisor Associate positions, which can be used as a reference in future career path planning. As a Wealth Advisor Associate, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Advisor Associate. You can explore the career advancement for a Wealth Advisor Associate below and select your interested title to get hiring information.