Wealth Product Strategy Consultant

Integrity

Dallas (TX)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

Integrity Wealth is seeking Products Consultants to help advisors get full value from the firm's open-architecture shelf. Consultants run product comparisons for prospective advisors, coach producing advisors on product mix — advisory conversion, alternatives, insurance and annuity flow — and channel advisor feedback into shelf strategy, converting platform breadth into advisor and firm economics.

As part of the team, you will lead shelf-curation deep dives, coach on portfolio construction, and

Qualifications

Seven or more years in investment product, platform consulting, or advisor-facing solutions.
Fluency across advisory models, alternatives, annuities, insurance, and financial planning tools.
Able to build and defend like-for-like competitive product comparisons before prospective advisors.
Consultative coaching to producing advisors on portfolio construction and product mix.
Bachelor's degree required; CFP, CIMA, or CFA designation preferred.

Responsibilities

Run shelf-curation deep dives with prospects, including like-for-like product comparisons.
Coach producing advisors on product mix: advisory consolidation, alternatives, and annuity and insurance flow.
Support recurring product shelf reviews and channel advisor input through the product governance process.
Equip Advisor Success Leaders with product playbooks for the value-add service model.
Support product mapping in every transition to service-level standards.