Associate Advisor

Firm Overview

Founded in 1997 and located in Monterey, CA, Integris Wealth Management, LLC is a private, independent, fee-only, comprehensive financial planning and investment management firm that has grown more than 15% per year for the last 10 years. The firm’s professionals work as a cohesive team to serve the wealth management needs of organizations and high net-worth individuals and families. The firm’s focus is creating a warm and exceptional client experience, providing high caliber financial solutions, and always putting client interests ahead of all else. The firm’s Mission is: “Be the firm we would hire for ourselves.”

Job Overview

You will be responsible for servicing existing client relationships under the supervision of the firm’s Advisors. The responsibilities of this position are broad and include financial plan preparation and delivery, investment management and financial planning research and analysis, and other services provided by the firm. If you are analytical, creative, have impeccable attention to detail, are client focused, deliver an exceptional quality of work, and foster a cohesive and collegial team work environment, you’re the ideal candidate.

The position is an exempt, full-time position, and includes full benefits such as paid time off, 401(k), health insurance, complimentary financial planning and investment management, and sponsorship for any needed professional licensing, credentials, and continuing education.

Minimum Job Requirements

• Bachelor degree or higher

• CFP designation highly preferred

• 3 years of related experience

• Organized and detail oriented

• Team and client centered attitude

• Self-motivated and reliable

• Strong communication skills (listening, speaking, writing)

• Problem solver and analytical

• Strong Excel skills