Financial Advisor Associate

Integrity Advisors Pension Consultants

Overview

Integrity Advisors Pension Consultants is seeking a motivated and entrepreneurial Financial Advisor Associate to join our growing team. This is a unique hybrid role for someone eager to build a long-term career in financial services, combining client engagement, business development, and operational support within an established advisory practice. This role is designed for someone who wants to learn the business, contribute immediately, and grow into a full-producing advisor, with the opportunity for long-term ownership and independence.

Compensation

Base income: $30,000–$40,000

Commission and performance-based bonuses

Significant long-term earning potential tied to production and growth

Key Responsibilities

Client & Advisor Support

Partner with senior advisors to prepare for client meetings, financial reviews, and follow-ups

Manage client communications, service requests, and documentation Assist with onboarding new clients and maintaining accurate records

Business Development & Production

Identify and engage prospective clients through networking, referrals, and outreach

Participate in client meetings and begin developing your own book of business

Support financial planning strategies aligned with client goals

Progress toward individual production targets with mentorship and support

Operations & Practice Management

Coordinate scheduling, meeting preparation, and workflow management

Ensure compliance with firm and regulatory requirements

Contribute to enhancing internal processes and overall client experience

Qualifications

Strong interest in building a career as a Financial Advisor or Wealth Manager

Entrepreneurial mindset with a desire to grow income and responsibility over time

Excellent communication and relationship-building skills

Highly organized with the ability to manage multiple priorities

Coachable, driven, and adaptable in a fast-paced environment

Preferred Qualifications

Bachelor’s degree (Business, Finance, or related field preferred)

Prior experience in financial services, sales, or client-facing roles is a plus

Currently holding FINRA licenses (SIE, Series 6/7, 63/65)

What We Offer

A clear, structured path to becoming a full Financial Advisor

Mentorship from experienced advisors and leadership

Access to a broad range of financial products and planning tools through an open architecture platform

Ongoing training, development, and professional support

Why Join Integrity Advisors Pension Consultants

We are committed to helping individuals build meaningful, entrepreneurial careers while making a lasting impact on clients’ financial futures. This role offers more than just a job, it’s an opportunity to build a business within a business, with the support, flexibility, and resources to succeed long term.

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