Career Opportunities


Advisor Career Path 

ICM has proven to be one of the leading recruiting firms in the financial services industry for over 27 years. We believe in grooming talented individuals into trusted professionals for a life-long career as a financial advisor.  When joining our firm, advisors can choose between our two distinct business models:  Employee Model and Independent Model.

 

Employee Model

Employees receive a generous compensation package and benefits including medical, dental, vision and disability insurance, 401(k) with matching, tuition reimbursement for CFP® designation, company ownership through stock options, and the opportunity to qualify for business conferences.

              • Entry-Level Positions for Career Changers and Recent Graduates

We provide all the initial training to obtain industry licenses, followed by ongoing continuing education and advanced training to elevate your career.  Your managers will be your mentors and are responsible for taking the time to make sure you have the skills, tools, resources, and support to achieve success.  From collaboration on marketing initiatives, to client meeting assistance, through plan design and implementation, your mentoring manager will guide you every step of the way.

              • Transitional Advisors

Our turnkey training, along with proven marketing initiatives, can help you take your career to the next level.  Advisors can leverage our advanced planning team’s knowledge and expertise to provide a higher level of service and more comprehensive financial planning solutions for their clients.  We work with advisors to enhance their current skills and knowledge and coach them expand into more advanced planning solutions for various client demographics.

 

Independent Model

ICM provides the benefit of being affiliated with a private, boutique firm, combined with the back-office support of SagePoint Financial, one of the largest independent broker-dealers in the United States.  Transition bonuses and administrative support are available to qualified advisors joining our team.

              • Established Advisors

ICM offers a competitive opportunity to licensed and experienced advisors who have already been successful at building a book of business.   Our target market for this model is strictly transitional advisors who are established in the industry and looking for a new firm to help take their business to the next level through comprehensive planning tools, marketing resources, advanced training, and compliance support.

              • Established Branch and Agency Offices

ICM also recruits branches or agencies that are looking for an independent OSJ structure with an independent broker-dealer.   Established advisors and branch offices can leverage our business relationships and compensation contracts to expand their revenue earning opportunities.  You can take your business to the next level by taking advantage of our technology resources, marketing tools, trading platforms, advanced planning team members and affiliation discounts.

 

Management Career Path

career-path

 

Our Management Career Path was developed as a leadership and career advancement program for our advisors.  This opportunity allows qualified individuals the opportunity to pursue a management career without climbing a corporate ladder of seniority, at a firm that is committed to promoting from within.

Our extensive management training program prepares you to learn all the aspects of running a branch office so you can fill a senior management position in an existing branch, or open a new retail branch location for the firm.  This is an excellent opportunity for a management-minded Financial Advisor with a desire to help train, manage, mentor, and develop the careers of other advisors.