Financial Advisor

What You ll Do

As a Senior Financial Advisor, you ll:

We ll remove noisy application scaffolding and unrelated prompts to focus on the role and responsibilities.

• 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.

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.

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.

• 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.

We offer a competitive compensation package designed to reward experienced advisors, including:

• Competitive base salary plus incentive compensation
• Retirement plan
• Health benefits
• Professional development and continuing education
• Marketing and operational support
• Collaborative team environment
• Long-term career growth opportunities

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.

Who We re Looking For

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.