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Financial Advisor

Company: Independent Capital Management
Location: Stratford
Posted on: April 10, 2021

Job Description:

Independent Capital Management, Inc. is looking for experienced financial advisors with solid interpersonal skills for our growing offices throughout Southern California.
There are many important factors to consider when working in the financial services industry, but your success may depend on the company you choose to partner with. Joining a strong, supportive firm can ensure you stay competitive and successful well into the future.
As an advisor with ICM you have the flexibility to either specialize in one area of practice, or you can provide a wide variety of services for your clients. As an Employee or an Independent Advisor, our financial professionals leverage our open architecture to assist clients with ALL their financial goals: Estate Planning, Investments, Mortgages, and Real Estate.
Regardless of how you choose to grow your business, ICM has the proven training, technology, and mentoring opportunities to help move your practice forward.
ICM OFFERS:

  • Independence & Open Architecture
    • Competitive Compensation
    • - Commission
    • - Bonuses, Benefits, Incentives
    • - Salary Option Available
    • - Residual Income
    • - Industry High- Payouts
    • - You Own Your Book - Maintain control over your accounts, policy records, and renewals (Trailing renewals are compensated fully)
      • Employee Benefits
      • - 401(K) and Roth 401(K) with Employer Matching
      • - Medical, Dental, Vision, & Disability Insurance
      • - Tuition Reimbursement For: Approved Job-Related Courses, Industry Licenses, Professional Designations Such as Certified Financial Planner (CFP--)
      • - Company Ownership Through Stock Options
      • - Errors & Omissions Insurance
      • - Company Retreats and Sales Conferences
      • - Career Progression/Leadership Opportunities
        • Facilities / Support
        • - Company- Provided Branch Offices
        • - Office Space in an A Rated Building
        • - Access to Computers, Copier, Fax
        • - Administrative Support Team
        • - Comprehensive Transition Services
          • Technology / Tools
          • - Big-Firm Resources with Small Firm Feel and Flexibility
          • - Expert Compliance Support
          • - Direct Access to Senior Management
          • - Marketing Materials - No-Cost, Pre-Approved
          • - Extended Hours for Live Telephone Customer Service
          • - Office Automation Suite
          • - Client Management & Service Solutions
          • - Electronic New Business Applications and Forms
          • - Sales, marketing, and client management software
          • - Cloud-Based Customer Relationship Management (CRM) System
            • Training / Mentoring
            • - Structured Training in All Aspects of the Business
            • - Ongoing, Advanced Training and Mentorship
            • - Seminars, Workshops
            • - A Proven Referral Process to Market Your Value and Expand Your Business
              • Culture
              • - 28 Years of Industry Success
              • - Programs That Recognize Our Top Producing Representatives
              • - Company Business Conferences in Destinations Such as Hawaii, Jamaica, Bahamas, Mexico, Costa Rica, and New York QUALIFIED CANDIDATES OFFER:
                • Experience working directly with consumers, turning them into clients - A background in Financial Services is ideal
                • The ability to pass a government background check
                • Licenses and Registrations- FINRA Series 7, 6, 63, or 65 registrations, and Life, Accident, Health & Insurance License preferred
                • Unlicensed applicants will work with mentors to study for and successfully obtain required FINRA and California state life insurance licenses within 90 days of hire (Cost of professional licenses paid for by ICM after 6 months)
                • Entrepreneurial mindset with a passion to build your business
                • Excellent communication and relationship skills
                • Knowledge of financial planning concepts such as: retirement planning, life insurance protection and risk management, estate planning, education funding, liability management, and real estate Local candidates preferred. Los Angeles, Orange County, San Diego

Keywords: Independent Capital Management, Visalia , Financial Advisor, Accounting, Auditing , Stratford, California

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