Mission Wealth
4.2 out of 5 stars.
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Mission Wealth Careers and Employment

About the company

  • CEO
    Matthew Adams
  • Founded
  • Company size
    51 to 200
  • Revenue
    $5M to $25M (USD)
  • Industry
    Financial Services
  • Link
    Mission Wealth website
Learn more


Salary estimated from 98 employees, users, and past and present job advertisements on Indeed.

Rating overview

Rating is calculated based on 5 reviews and is evolving.



Marketing Manager in Santa Barbara, CA
on February 28, 2020
I highly recommend Mission Wealth! The team is friendly, competent, and welcoming. The executives/upper-management are hands-on and involved in the day-to-day, and there are great opportunities for employees who want to take ownership over their work and explore new ideas. Upper-management and the partners prioritize communication, so teams feel heard and supported throughout projects, which is a huge win for me. They have high standards, encourage further education, support causes around them, and are always finding ways to improve their services.
Marketing Manager in Santa Barbara, CA
on March 11, 2020
The team is very aggressive and unwelcoming. The upper-management do not get involved in anything. I dread going to work here because of the terrible work environment.
Chief Marketing Officer (CMO) in Santa Barbara, CA
on February 26, 2020
Mission Wealth is a great firm to work for and the culture around the office is very positive for me. I genuinely enjoy working with my co-workers and feel like they are family. Mission Wealth has won many Best Place to Work accolades and that is definitely for a reason! I appreciate how the firm focuses on improving key areas of our lives - such as relationships, wellness, our personal community impact, and overall happiness. The benefits are really appreciated and helpful. The best part of my job is having the ability to have a voice at the firm with direction, superb leadership, amazing collaboration and growth opportunities.
Client Service Representative in Santa Barbara, CA
on February 24, 2018
Mission Wealth is a wonderful company and you would be lucky to work here. I have a million pros and very very few cons. Sometimes the work load can be a little stressful, but I think thats normal for any job especially one in the finance industry. You would get to work with some of the best people I ever had the privilege of working with the exception a few that are some tough personalities. If you are lucky enough to get a job here, hang onto it with all your might!
Client Service Representative in Santa Barbara, CA
on November 17, 2017
Professional office environment with a collaborative team of people all striving to do the best for their clients. Management treats staff with respect while demanding the highest level of performance.

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Questions and answers

People have asked 4 questions about working at Mission Wealth. See the answers, explore popular topics and discover unique insights from Mission Wealth employees.

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Mission Wealth locations

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