Home — Experienced Financial Advisor

ICM Is Looking For Experienced Financial Advisors

Home — Experienced Financial Advisor

ICM Is Looking For Experienced Financial Advisors

ICM Is Looking For Experienced Financial Advisors

Looking for Experienced Financial Advisors

Choosing a New Job as an Experienced Financial Advisor

Independent Capital Management has need of experienced financial advisors with solid interpersonal skills to join the team at its growing Newport Beach office. We understand that regardless of the stage they are at in their careers, financial advisors must carefully choose the firms they partner with in order to best ensure they receive the support necessary to remain competitive and successful well into the future. That’s we offer a variety of options to our financial advisors, to give them the flexibility they need to excel. Advisors can specialize in a particular area of practice, or adopt a more generalist approach. Whether working as an Employee or an Experienced Independent Financial Advisor, ICM’s financial professionals leverage our open architecture to assist clients with all of their financial goals, be they Estate Planning, Investments, Mortgages, or Real Estate. No matter how you choose to grow your business, ICM can help move your practice forward with the access it provides to training, technology, and mentoring opportunities.

Looking for Experienced Financial Advisors

Choosing a New Job as an Experienced Financial Advisor

Independent Capital Management has need of experienced financial advisors with solid interpersonal skills to join the team at its growing Newport Beach office. We understand that regardless of the stage they are at in their careers, financial advisors must carefully choose the firms they partner with in order to best ensure they receive the support necessary to remain competitive and successful well into the future. That’s we offer a variety of options to our financial advisors, to give them the flexibility they need to excel. Advisors can specialize in a particular area of practice, or adopt a more generalist approach. Whether working as an Employee or an Experienced Independent Financial Advisor, ICM’s financial professionals leverage our open architecture to assist clients with all of their financial goals, be they Estate Planning, Investments, Mortgages, or Real Estate. No matter how you choose to grow your business, ICM can help move your practice forward with the access it provides to training, technology, and mentoring opportunities.

ICM’s Offer Includes…

ICM’s compensation package is competitive, with commission and industry high-payouts. Secure residual income as well as bonuses, benefits and incentives. You have control over your book of accounts, policy records, and renewals, with trailing renewals compensated fully.

  • Our substantial suite of employee benefits include 401(k) and Roth 401(k) with employer matching, medical, dental, vision, and disability insurance, and tuition reimbursement for approved job-related courses, industry licenses, and professional designations (for example, Certified Financial Planner). Take advantage of our company retreats and sales conferences and the leadership opportunities and career progression options that are available (ICM’s culture is one of promotion from within). Additionally, our professionals are offered stock options for company ownership.
  • Other aspects of ICM’s culture that prove attractive to jobseekers are our 30-year history of success, our company business conferences in farflung locations such as Hawaii, Jamaica, and the Bahamas, our values of independence and open architecture, and our programs for recognition of our top producing representatives.
  • The support we offer includes company-provided branch offices, which give reps office space in an A-rated building. We also have a cloud-based customer relationship management system, no-cost pre-approved marketing materials, extended hours for our live telephone customer service, expert compliance support, and electronic new business applications and forms. There are also numerous seminars and workshops and ongoing mentorship with structured, advanced training available in all aspects of the business.

Qualified Candidates Offer…

  • We prefer candidates with a background in financial services, turning consumers into clients. Knowledge of retirement planning, life insurance protection and risk management, estate planning, education funding, liability management, and real estate would be an excellent basis.
  • Candidates with 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. ICM will pay the cost of professional licenses within 6 months.
  • In terms of personality fit, we seek those with excellent communication and relationship skills, and the entrepreneurial mindset to build your business.
  • All candidates must be able to pass a government background check.

 

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