What are the responsibilities and job description for the Financial Services Associate - Training Provided position at Integrity Wealth Advisors LLC?
About Us
We are an education‑focused financial services firm helping individuals and families understand how money works. Our associates guide clients through life insurance, retirement strategies, and long‑term financial planning using a clear, supportive, and mentorship‑driven approach.
We believe people make better decisions when they understand their options — so our model is built around client education, not high‑pressure sales.
Role Overview
We are seeking individuals who communicate well, enjoy helping others, and want a long‑term career path with leadership potential. In this role, you will meet with clients, explain financial concepts in simple terms, and assist them in choosing solutions that fit their goals.
No prior financial experience is required. We provide structured training, licensing support, and mentorship from experienced advisors.
What You’ll Do
- 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 follow‑up support
- Participate in weekly training and professional development
- Work within a mentorship‑driven team environment
- Optional: pursue leadership pathways as you grow
What We’re Looking For
- Strong communication skills
- Comfort working with people
- Interest in financial literacy and helping others
- Professional, dependable, and growth‑minded
- Ability to learn new concepts
Training & Development
We provide:
- Licensing preparation and support
- Step‑by‑step mentorship
- Daily and Weekly training sessions
- Clear advancement pathways
- Optional leadership development track
Pay: $40,000.00 - $80,000.00 per year
Application Question(s):
- 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?
Work Location: Hybrid remote in Overland Park, KS 66212
Salary : $40,000 - $80,000