POS ITION 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.
KEY RESPONSIBILITIES
• Run shelf-curation deep dives with prospects, including like-for-like product comparisons.
• Coach producing advisors on product mix: advisory conversion, 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.
SUCCESS MEASURES
• Advisory conversion of 65% or better in year two, 75% or better in year three
• Cross-sell ratio of 4.0 or better per household
• Alternatives allocation of 10% or better in high-net-worth books
• Product mapping support delivered on time, 100% of the time
REQUIRED QUALIFICATIONS
• Seven or more years in investment product, platform consulting, or advisor-facing solutions.
• Fluency across the shelf: advisory models, alternatives, annuities, insurance, and financial planning tools.
• Able to build and defend like-for-like competitive product comparisons in front of a prospective advisor.
• Consultative coaching skill with producing advisors on portfolio construction and product mix.
• Bachelor's degree required; CFP, CIMA, or CFA designation preferred.
