The Associate Counsel of Integrity Wealth will report to the Senior Counsel of Integrity Wealth and ... Solutions-oriented legal advisor who is willing to "roll up sleeves", understand the issues and ...
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The Associate Counsel of Integrity Wealth will report to the Senior Counsel of Integrity Wealth and ... Solutions-oriented legal advisor who is willing to "roll up sleeves", understand the issues and ...
The Associate Counsel of Integrity Wealth will report to the Senior Counsel of Integrity Wealth and ... Solutions-oriented legal advisor who is willing to "roll up sleeves", understand the issues and ...
The Associate Counsel of Integrity Wealth will report to the Senior Counsel of Integrity Wealth and ... Solutions-oriented legal advisor who is willing to "roll up sleeves", understand the issues and ...
The Associate Counsel of Integrity Wealth will report to the Senior Counsel of Integrity Wealth and ... Solutions-oriented legal advisor who is willing to "roll up sleeves", understand the issues and ...
The Associate Counsel of Integrity Wealth will report to the Senior Counsel of Integrity Wealth and ... Solutions-oriented legal advisor who is willing to "roll up sleeves", understand the issues and ...
The Associate Counsel of Integrity Wealth will report to the Senior Counsel of Integrity Wealth and ... Solutions-oriented legal advisor who is willing to "roll up sleeves", understand the issues and ...
The Associate Counsel of Integrity Wealth will report to the Senior Counsel of Integrity Wealth and ... Solutions-oriented legal advisor who is willing to "roll up sleeves", understand the issues and ...
The Associate Counsel of Integrity Wealth will report to the Senior Counsel of Integrity Wealth and ... Solutions-oriented legal advisor who is willing to "roll up sleeves", understand the issues and ...
The Associate Counsel of Integrity Wealth will report to the Senior Counsel of Integrity Wealth and ... Solutions-oriented legal advisor who is willing to "roll up sleeves", understand the issues and ...
The Associate Counsel of Integrity Wealth will report to the Senior Counsel of Integrity Wealth and ... Solutions-oriented legal advisor who is willing to "roll up sleeves", understand the issues and ...
The Associate Counsel of Integrity Wealth will report to the Senior Counsel of Integrity Wealth and ... Solutions-oriented legal advisor who is willing to "roll up sleeves", understand the issues and ...
About Integrity Wealth Integrity Marketing Group, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today ...
About Integrity Wealth Integrity Marketing Group, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today ...
About Integrity Wealth Integrity Marketing Group, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today ...
About Integrity Wealth Integrity Marketing Group, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today ...
About Integrity Wealth Integrity Wealth is a rapidly scaling wealth management platform within ... Partner with executive leadership across recruiting, technology, and solutions teams to enhance ...
About Integrity Wealth Integrity Wealth is a rapidly scaling wealth management platform within ... Partner with executive leadership across recruiting, technology, and solutions teams to enhance ...
Investment Trader
Urbandale, IA · On-site
Executing transactions for Integrity's Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through ...
Investment Trader
Urbandale, IA · On-site
Executing transactions for Integrity's Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through ...
About Integrity Wealth Integrity Wealth is a rapidly scaling wealth management platform within ... Partner with executive leadership across recruiting, technology, and solutions teams to enhance ...
About Integrity Wealth Integrity Wealth is a rapidly scaling wealth management platform within ... Partner with executive leadership across recruiting, technology, and solutions teams to enhance ...
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Quick apply
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Quick apply
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Estate Planning Attorney
Dallas, TX · On-site
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Quick apply
Estate Planning Attorney
Dallas, TX · On-site
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Estate Planning Attorney
Charlotte, NC · On-site
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Quick apply
Estate Planning Attorney
Charlotte, NC · On-site
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Quick apply
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Quick apply
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Quick apply
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Quick apply
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Estate Planning Attorney
Atlanta, GA · On-site
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Quick apply
Estate Planning Attorney
Atlanta, GA · On-site
Company Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on ...
Integrity Wealth Solutions Jobs Information

Full-time
This job post has expired 2 days ago. Applications are no longer accepted.
Integrity Marketing Group rating
7.7
Based on 34 frontline employees who took The Breakroom Quiz
17th of 52 rated marketing agency
Job description
- Serve as the Associate Counsel of Integrity Wealth, and play an important commercial and transactional role supporting the Integrity Wealth business division
- Work closely with the Integrity Wealth legal team, executive team and the Integrity Wealth compliance team to undertake, manage and execute Integrity Wealth's strategic, corporate and regulatory reorganization
- Review and negotiate commercial transactions with important counterparties
- Support the Integrity Wealth companies and business development team in the legal aspects of advisor and client transitions
- Work collaboratively with important stakeholders within Integrity Wealth and with the Integrity enterprise to ensure that important business objectives are met
- Work collaboratively with compliance and regulatory teams to ensure robust internal processes over transactions, compliance and risk management
- Oversee and manage external counsel and help to manage and control legal expenses incurred by Integrity Wealth
- Manage and coordinate E&O insurance for Integrity Wealth and its financial advisors in collaboration with Integrity's external insurance brokers
- Work collaboratively with the broader Integrity Legal team, the Integrity Wealth executive team and the Integrity Wealth compliance team to understand, oversee and manage arbitration, litigation or complaints involving Integrity Wealth
- Strong transactional background in wealth management, asset management or commercial transactions with at least 3-5 years of experience at a law firm or in-house at a company with demonstrated experience
- Experience in the financial services industry is a must. Prior experience at an independent RIA, broker-dealer, or law firm representing the aforementioned are strongly preferred
- Must have comfortable familiarity with the Advisers Act of 1940, Securities Act of 1933, Investment Company Act of 1940, FINRA Rules, and state security laws (Blue Sky Laws).
- Strong drafting, critical thinking and negotiating skills
- Must be proactive and confident, with the willingness to "lean in" and provide robust legal advice and direction to the Integrity Wealth business teams
- Fast learner, and willingness to learn and tackle whatever comes in through the door related to Integrity Wealth's reorganization, regulatory considerations, commercial transactions, products etc.
- Excellent writing and communication skills and the ability to identify, initiate and conclude strategic objectives in a collaborative, team-based "no ego" environment.
- Solutions-oriented legal advisor who is willing to "roll up sleeves", understand the issues and work at solving them independently
- Strong intellectual curiosity and have an interest in the independent wealth management industry and desire to cultivate longer-term career and professional development in this space
- Service-oriented and good team player
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