Financial Advisor

Join a Firm Where Relationships Matter More Than Transactions

There comes a point in every successful advisor's career when you ask yourself a different question.

Not, "How can I grow my book?"

But rather, "Who do I want to build my legacy with?"

At Integrity Wealth Management, we believe financial advising is more than a profession—it's a calling. For more than two decades, we've helped entrepreneurs, business owners, professionals, and families make wise financial decisions that protect what they've built and prepare the next generation for what comes next.

We aren't interested in being the biggest firm.

We're committed to being everything to a select few.

If you've spent the last 5-7 years building meaningful client relationships, earning trust one family at a time, and growing a solid book of business, you may be exactly who we're looking for.

Integrity Wealth Management is a boutique wealth management firm built around one simple belief:

People deserve more than generic financial advice.

Our proprietary Wealth Trac FORMula and Life Long Die Short philosophies were developed through decades of real-world experience helping successful business owners navigate life's biggest financial decisions—from growing wealth and preparing for retirement to business succession and creating a lasting family legacy.

Our conversations extend far beyond investments.

We help clients answer questions about purpose, family, stewardship, taxes, business transitions, charitable giving, and what they want their wealth to accomplish long after they're gone.

That's what we call the Business of Family.

We're seeking an experienced Financial Advisor who has:

• 5-7 years of experience serving affluent individuals, business owners, or high-net-worth families.
• Successfully built and maintains an existing book of business.
• A passion for comprehensive financial planning rather than product sales.
• Strong relationship-building and communication skills.
• A servant's heart and a long-term mindset.
• High personal integrity and an unwavering commitment to doing what's right for clients.
• CFP® designation preferred (or actively pursuing certification).
• Securities licenses and registrations required to serve clients.

More importantly, we're looking for someone who values trust over transactions and relationships over revenue.

Many firms ask advisors to fit into their process.

We built our process around people.

Our advisors aren't pressured to chase products or quotas. Instead, we focus on creating customized financial strategies that help clients preserve, protect, and perpetuate their wealth.

When clients walk through our doors, they're looking for clarity—not another sales presentation.

They want wisdom.

They want a trusted guide.

That's the role we embrace every day.

As a Senior Financial Advisor, you'll:

• Serve existing and prospective high-net-worth clients with comprehensive financial planning.
• Deepen relationships built on trust, transparency, and long-term stewardship.
• Develop customized wealth strategies through our Wealth Trac FORMula process.
• Collaborate with a highly experienced team committed to exceptional client outcomes.
• Continue growing your practice while delivering an extraordinary client experience.
• Become a trusted advisor across every stage of a client's financial journey.

At Integrity Wealth Management, success isn't measured solely by assets under management.

It's measured by the lives we impact.

You’ll join a firm where:

• Relationships come before revenue.
• Character matters as much as competence.
• Advisors are empowered to think strategically rather than sell products.
• Collaboration replaces competition.
• Your experience is respected.
• Your ideas are welcomed.
• Your work contributes to something larger than yourself.

If you're looking for another production-driven firm, we're probably not the right fit.

If you're looking for a place where your experience, wisdom, and relationships can flourish while helping clients build lives of greater confidence, purpose, and legacy—we should talk.

We offer a competitive compensation package designed to…