Investment Coordinator

The Role

The Investment Coordinator is responsible for supporting investment and business development activities within the company; primarily focusing on the Registered Investment Advisor platform offerings. This role is responsible for administering and processing Brokers Financial internal and sub-advised investment portfolio offerings. The Advisory Coordinator will work closely with Brokers Financial representatives and with the Investment services team to process daily and monthly tasks needed to grow the RIA.

Essential Job Functions other duties assigned

Maintain daily oversight of the Brokers Financial internal and sub-advised investment portfolio offerings. Duties include reviewing all newly opened and funded accounts through TD Ameritrade Schwab and Pershing.

Responsible for day-to-day processing of all trading requests for Brokers Financials RIA clearing custodians and any distribution requests that are received from our advisors.

Process all regular trading and rebalancing of investment models and completing billing of all RIA advisory accounts held with custodians.

Produce all weekly or monthly reporting required for the business unit or for any special project required by the overall company.

Assist in preparing any due diligence review for products that are added to the Brokers Financial Investment lineup.

Knowledge Skills and Abilities

Must display Core Values

Excellent written and verbal communication skills.

Solid customer service experience.

Strong attention to detail.

Ability to prioritize and work in a fast-paced environment.

Knowledge of multiple clearing firm platforms (TD Ameritrade Schwab and Pershing).

Knowledge of Microsoft Office and Excel.

Ability to work with the AIS team and advisors to implement all trading functions.

Ability to proactively identify efficiencies with trading and billing processes.

Experience and Education

Experience:

Prior Securities industry experience required.

Minimum of one to two years of working directly with a broker-dealer RIA or insurance organization.

Education:

Bachelors degree from four-year College or University; one to two years related experience and/or training; or equivalent combination of related education and experience and/or training.

Licensing:

Series 6 or 7 required. Company-paid within first 6 months of employment if needed.

Series 65/66 preferred but not required.

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 announced the official brand launch of Integrity Wealth. With more than $46 billion in assets under management and advisement and an extensive network of wealth advisors across all 50 states Integrity Wealth is already a strong and respected leader in the industry. The formal launch of the Integrity Wealth brand brings together Integritys formidable and diverse wealth-focused partner firms to more comprehensively work with the companys Life and Health divisions in delivering truly holistic life health and wealth solutions to millions of American consumers throughout their lifetime.

Integrity Wealth in combination with Integritys pillars of Life and Health brings transformative change to the industry as it empowers agents and advisors to access comprehensive capabilities within partner affiliates to expand integrated solutions. Consumers will benefit greatly as they gain access through their wealth advisors and insurance agents to more wide-ranging and cross-functional guidance extensive products and effective planning solutions. This innovative integrated approach is designed to support the full range of financial well-being from health and life insurance to retirement and financial planning.

About Integrity

Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .

Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.