Associate Advisor, Monterey

About Integris Wealth Management
Integris Wealth Management is a locally owned, independent, fee?
only fiduciary wealth advisory firm based in Monterey, California.
Our work is grounded in integrity, collaboration, and care for our clients.
We believe financial advice should be thoughtful, personal, and delivered with the same standard we would expect for ourselves.
The Opportunity
We are seeking an Associate Advisor to work with Advisors in delivering comprehensive financial advice and an exceptional client experience.
This role is ideal for an early to mid-career advisor who enjoys analytical work, values teamwork, and is committed to acting in clients best interests.
You will work closely with the firms Advisors, Paraplanners, and Operations Team to help prepare financial plans, participate in client meetings, and ensure advice is implemented and monitored effectively.
What Youll Do
Analyze client data and prepare comprehensive financial plans and recommendations for Advisor review
Collaborate with and review work prepared by Paraplanners
Participate in client meetings with Advisors and assist with advice delivery, documentation, and follow?
up
Conduct ad?
hoc research as needed
Maintain timely and accurate client data and notes in the firms technology suite
Contribute to process, system, and workflow improvements to support efficient operations
Provide guidance, training, and coaching to Paraplanners, as appropriate
Support one?
time or ongoing projects based on firm needs
What Were Looking For
Bachelors degree or higher
CFP certification (or having passed the CFP exam)
Investment Adviser Representative registered
3+ years of relevant experience in financial planning or wealth management preferred
Strong organizational skills, attention to detail, and analytical thinking
Excellent written, verbal, and listening communication skills
Highly collaborative, self?
motivated, dependable, and accountable
Strong alignment with a client?
first, fiduciary mindset
Proficiency with Microsoft Office and comfort learning financial planning technology
Why Integris
100% fee?
only, independent, fiduciary firm
Collaborative, values?
driven culture
Meaningful client advice and relationships - not sales quotas
Opportunity to grow professionally within an advisory team
Work that emphasizes care, clarity, and long?
term client outcomes