Not specified; not specified; competitive compensa...
5+ years broker-dealer experience
Series 6, 7, and 65/65 licenses
Clearing firm platform knowledge
Integrity Wealth is seeking an experienced Investment Services Relationship Manager to strengthen relationships with financial advisors and promote investment offerings
Job Summary
Integrity Wealth is seeking an experienced Investment Services Relationship Manager to strengthen relationships with financial advisors and promote investment offerings.
The role involves preparing financial proposals, providing case design consultation, and assisting advisors in investment analysis to enhance portfolio positioning.
Candidates will benefit from joining a hyper-growth company with a family-like environment that celebrates hard work and supports daily professional development.
Matching Summary
Integrity Wealth is seeking an experienced Investment Services Relationship Manager to strengthen relationships with financial advisors and promote investment offerings.
Salary
Not specified; Not specified; Competitive compensation package including benefits