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Wealth Services Specialist at Integrity, LLC - ApplyBlast

Wealth Services Specialist

Integrity, LLC

9 months ago

Dallas, TX

Onsite

Full Time

Medior

0 applicants

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About this role

The Wealth Service Specialist is a mid-level role supporting Integrity’s advisor-facing wealth platforms (including Black Diamond, RCI, Salentica and CRM). The position serves as a primary liaison between advisor teams, internal partners, and technical groups to ensure platform adoption, data accuracy, and user access. The role also contributes to training, reporting, and project coordination for the Wealth Services team.

Skills

Qualifications

Four-year College Certificate in Business, Finance or Related Field (or equivalent experience)

About Integrity, LLC

integrity.com

Company Size

1-10 employees

View Profile

Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.