Job Description

Ready to Finally Find the Right Fit as a Financial Advisor

Imagine joining a team where you don’t have to worry about finding new clients—where they’re lined up, ready to meet with you , eager to learn how you can help them secure a comfortable, worry-free retirement. Integrity Financial, an independent retirement planning and wealth management firm, is here to give you that chance.

Compensation: $80,000 - $100,000 Base + Commissions (%)

Who We Are

Integrity Financial is a Longview, Texas-based retirement planning firm serving clients who are approaching retirement or in retirement. Our extensive marketing operation—including weekly television shows, radio programs, digital campaigns, and live events—creates a constant demand for our services. This means your calendar will be full of prospects who are eager for guidance and expertise.

Responsibilities:

• Engage with a steady stream of warm leads provided by our marketing operation, meeting with potential clients and turning their goals into actionable, personalized financial plans.
• Develop and Present Financial Plans : Use your expertise to create holistic plans that incorporate investments, retirement strategies, and insurance solutions.
• Build Lasting Relationships : Guide clients through every step of the planning process, building trust, educating them, and ultimately securing their confidence in you as their advisor.
• Stay on Top of Market Trends : Keep yourself updated on investment products, tax laws, and retirement planning strategies so you can offer top-tier advice to every client.

Qualifications:

• Licensing : Active Life and Health Insurance License & Series 65 or 66 License.
• Experience : A solid foundation in financial planning and some client-facing experience; knowledge of the retirement and investment planning world is a strong advantage.
• Sales & Closing Skills : Exceptional communication skills, the ability to present plans persuasively, and a passion for guiding people to make the best decisions for their future.
• Drive & Motivation : We’re looking for someone who’s self-motivated, money-driven, and enthusiastic about growing with us long-term.

At Integrity Financial, we offer the freedom to focus on what you do best—helping clients. You’ll never have to worry about finding prospects; we bring them to you. Here, you can focus on growing and becoming the best advisor you can be, all while making a real difference in people’s lives.

This is an in-office role based in Longview, Texas. Remote applicants will not be considered.

Integrity Financial is an equal-opportunity employer.

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