Jared Sweeney, CFP®

Examiner
DISC Type : cs

Partner & Senior Wealth Advisor at Mission Wealth

Greater Boston, United States

Overview

Jared is a Partner and Senior Wealth Advisor at Mission Wealth, bringing nearly two decades of financial industry experience. A CERTIFIED FINANCIAL PLANNER™ professional, he leverages his Economics degree from Rensselaer Polytechnic Institute to develop comprehensive solutions for his clients, always acting as a fiduciary.

Based in the greater Boston area, Jared lives with his wife and two daughters. In his personal time, he is an avid outdoorsman who enjoys activities like skiing and playing golf with his family.

He reflected on the phrase “The grass is always greener” when deciding to join Mission Wealth, a leap he is now very happy to have made.

Personality Overview

Tough To Convince

Status Quo Seeker

Unexpressive

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  They are always well-planned and adopt a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Specialized Wealth Firms
Authored an article on why specialized wealth management firms can provide more personal and transparent advice compared to larger banking institutions.
Financial Goal Alignment
Recently wrote about the importance of aligning one's budget with personal goals and aspirations for the year ahead.
Fintech Platforms
Announced the launch of MissionForward, a new digital platform to simplify wealth management and enhance advisor collaboration, showing an interest in leveraging technology for clients.

Media Appearances

Jared has no verified media appearances

Work History

1-2025
Partner & Senior Wealth Advisor at Mission Wealth
1-2025
Senior Wealth Advisor at Mission Wealth
Senior Wealth Advisor at PRW Wealth Management, LLC
Vice President at Contravisory Investment Management
Private Bank Associate at Morgan Stanley

Education

Economics from Rensselaer Polytechnic Institute
Certification from Boston University

More Information

Social Presence :

Prographics :

Exp : 1 Location : Greater Boston, United States Job Level : Senior Designation : Partner & Senior Wealth Advisor at Mission Wealth
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Insights For Selling To Jared

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jared is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Jared

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Jared move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Jared take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Jared

Personality Compatibility


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