Advisor Relationship & Operations Associate

Integrity; West Des Moines (IA); On-site; USD 65,000 - 90,000; Full time

Job summary

Integrity seeks an Associate Advisor Relationship Manager to deliver exceptional service for financial advisors. You will act as a reliable daily contact for advisors, coordinating requests with custodians, and resolving service issues while building cross‑functional partnerships across Operations, Compliance, Technology and Trading.

The role emphasizes a client‑first mindset, attention to detail, and the ability to manage multiple priorities in a fast‑paced wealth management environment.

Qualifications

• Bachelor's degree or equivalent industry experience.
• 2–4 years in wealth management or related financial services.
• Experience supporting financial advisors or client relationships preferred.
• Familiarity with custodial/clearing platforms (Fidelity, Schwab, Pershing).
• FINRA Series 7 and/or 66 preferred but not required.
• Experience with CRM and wealth management technology preferred.

Responsibilities

• Serve as day-to-day contact for assigned advisors and internal partners.
• Provide responsive, accurate, and professional advisor support.
• Coordinate requests with custodians and internal teams to drive timely resolution.
• Identify opportunities to reduce advisor friction and improve service.
• Support money movement and account servicing activities (distributions, wires, transfers).
• Help with process improvements and share knowledge across the team.

Skills

Client service

Relationship mgmt

Written communication

Organizational skills

Attention to detail

Issue resolution

Brokerage knowledge

Cross-team collaboration

Fast-paced environment

Professionalism

Education

Bachelor's degree in Business/Finance/Economics

FINRA Series 7/66 (63/65) preferred

Tools

CRM

Workflow tools

Account management software

Wealth management tech

Job description

Integrity seeks an Associate Advisor Relationship Manager to deliver exceptional service for financial advisors. You will act as a reliable daily contact for advisors, coordinating requests with custodians, and resolving service issues while building cross‑functional partnerships across Operations, Compliance, Technology and Trading.

The role emphasizes a client‑first mindset, attention to detail, and the ability to manage multiple priorities in a fast‑paced wealth management environment.