Associate Wealth Advisor; CFP) Do Planning. Build Meaningful Client Relationships. Into Lea

Position: Associate Wealth Advisor (CFP) $80k to $120k+ Do Great Planning. Build Meaningful Client Relationships. Grow Into a Lea
Love Financial Planning, But Not Prospecting?

If you became a CFP® professional because you enjoy solving financial problems and helping clients make better decisions (not cold calling or gathering assets) this may be the opportunity you’re looking for.

Integrity Investment Advisors is seeking a planning-focused CFP® professional with 2–5 years of experience who is ready to take the next step from supporting financial planning to becoming a trusted advisor to high-net-worth families.

You’ll work directly with clients, develop sophisticated planning strategies, collaborate with experienced advisors and outside professionals, and take increasing ownership of client relationships.

There are no prospecting quotas, sales goals, or requirements to bring a book of business.

Your job is to be a great financial planner and advisor.

About Integrity Investment Advisors

Integrity Investment Advisors is an independent, fee-only fiduciary wealth management firm serving successful families, professionals, and business owners nationwide.

With more than $500 million in assets under management, we combine comprehensive financial planning, institutional investment management, and proactive tax strategy to help clients navigate retirement, liquidity events, concentrated wealth, business transitions, and other important financial decisions.

Our typical client is the “Millionaire Next Door” – financially successful, thoughtful about money, and looking for sophisticated advice without unnecessary Wall Street costs or complexity.

Our investment and operational platform is supported by a large national RIA organization overseeing more than $500 billion in assets. This helps to give us size, scale, resources & expertise.

We are a 100% virtual, technology-driven firm with a collaborative and entrepreneurial culture. We believe good processes and great technology should create more time for what matters most: planning, relationships, and helping clients live their best life possible.

The Opportunity

As an Associate Wealth Advisor, you’ll work closely with our Lead Advisor while developing the skills and experience to take increasing responsibility for existing client relationships.

This is more than a behind-the-scenes paraplanning position.

You’ll participate directly in client meetings, develop and present financial planning recommendations, identify proactive planning opportunities, coordinate implementation, and become a trusted point of contact for clients.

We are looking for someone who is:

• Planning-centric — you genuinely enjoy financial planning and problem solving.
• Client-focused — you enjoy building relationships and helping people make important decisions.
• Proactive — you identify opportunities rather than waiting for assignments.
• Analytical — you enjoy working with numbers, scenarios, tax returns, and complex planning decisions.
• Accountable — when you own something, you get it done.
• Curious — you want to keep learning and becoming a better advisor.
• Technology-forward — you see technology and AI as tools for becoming a better and more efficient advisor.
• Success is measured by planning quality, client outcomes, responsiveness, collaboration, and execution.

What You’ll Do – Financial Planning & Advice

• Develop comprehensive financial plans and recommendations using Right Capital.
• Analyze retirement, tax, investment, estate, charitable, insurance, and cash-flow planning opportunities
• Identify and gather necessary information ahead of planning calls
• Build planning scenarios that help clients understand their choices and make informed decisions.
• Participate directly in client meetings and increasingly lead planning discussions.
• Proactively identify planning opportunities across existing client relationships.
• Partner with the Lead…