Financial Services Associate

The Financial Services Associate role at Integrity Wealth Advisors LLC is built around education, mentorship, and structured professional development. You will work with individuals and families to clarify financial concepts and support solution selection, with licensing preparation and training provided.

Role Overview

Integrity Wealth Advisors LLC is seeking a Financial Services Associate to join a mentorship-driven team focused on long-term client education. In this position, you will schedule and attend client meetings, explain life insurance and retirement concepts in clear terms, and help clients evaluate options aligned to their goals.

No prior financial experience is required. The firm provides structured training, licensing support, and ongoing mentorship from experienced advisors to support your growth from onboarding onward.

Key Responsibilities

• Meet with individuals and families to discuss financial goals
• Provide clear education on life insurance and retirement concepts
• Help clients evaluate options and choose suitable solutions
• Maintain ongoing client relationships and provide follow-up support
• Participate in weekly training and professional development
• Work within a mentorship-driven team environment
• Optional: pursue leadership pathways as you grow

Required Skills & Qualifications

• Strong communication skills
• Comfort working with people
• Interest in financial literacy and helping others
• Professional, dependable, and growth-minded approach
• Ability to learn new concepts

Training & Development

• Licensing preparation and support
• Step-by-step mentorship from experienced advisors
• Daily and weekly training sessions
• Clear advancement pathways
• Optional leadership development track

Compensation

Salary: USD 40,000 - 80,000 per year (USD 40,000.00 - 80,000.00).

Work Location

Location: Hybrid remote in Overland Park, KS 66212.

About Integrity Wealth Advisors LLC

Integrity Wealth Advisors LLC is an education-focused financial services firm. Associates help individuals and families understand how money works by guiding them through life insurance, retirement strategies, and long-term financial planning using a supportive, mentorship-driven approach.

The firm emphasizes client education and clarity around financial options rather than high-pressure sales.

Application Question

This role typically takes 6–12 months of consistent part-time effort before it replaces a full-time income. Knowing that, what is drawing you to build something long-term over getting paid quickly?