Job Description

ARE YOU TIRED OF:

• Wondering where you’ll get your next client?
• Losing potential clients due to a limited product shelf?
• Being paid less for selling non-proprietary products regardless of your clients’ best interest?
• Splitting compensation when your mentor helps you close business?
• Not getting training and support and being left to sink or swim?
• Your firm dictating the type of client you can have and the type of business you must do?
• Spending too much time on activities that don’t generate revenue (paperwork, scheduling, follow-up)?
• Having no professional office space?
• Driving all over town to see clients?
• Earning a yo-yo income?

And you want make more money working with fewer clients?

At ICM your career choice is a lifestyle choice.

YOU CAN:

• Have predictable, proven, processes for getting new clients
• Determine your own niche and automate your prospecting
• Access the universe of financial products and do custom planning in your clients’ best interests
• Expand your business with multiple lines of revenue, maximizing your earning potential with clients
• Earn high compensation on all products without proprietary requirements
• Do joint work without a commission split
• Receive the support of a company-provided administrative professional
• Use a team of in-house para planners who prepare the investment and financial analysis for your clients
• Meet clients in our professional office space
• Have the firm help pay for client acquisition events

IMAGINE WHAT LIFE WOULD BE LIKE IF YOU COULD FOCUS YOUR TIME AND ENERGY ON YOUR CLIENTS WHILE YOUR FIRM TOOK A CONCIERGE APPROACH TO SUPPORTING YOUR BUSINESS AND HELPING YOU GET TO THE NEXT LEVEL.

At ICM we have the systems, processes, and knowledge to help you succeed and grow your business. We have been working with advisors since 1988 to grow their books of business.

We offer systems, processes, and support to give you immediate results.

OUR CORE VALUES

We believe as an advisor, you should Master Your Craft.

DO WHAT YOU DO BEST, AND BE THE BEST AT WHAT YOU DO

At ICM we embrace these core values and always work to MASTER OUR C.R.A.F.T.:

• CHARACTER – charismatic display of leadership, confidence, positivity, and optimism
• RELATIONSHIPS– empathetic approach to client service with a focus on integrity, trust, and reputation
• ADAPTABLE – progressive thinkers with the ability to change according to the time and setting
• FOCUS – committed to excellence, with a work ethic for continued learning and specialization
• TENACITY - competitive desire to be the best, willingness to act, and motivated by merit-based rewards.

We want like-minded advisors to join our team. __

ARE YOU READY TO MASTER YOUR C.R.A.F.T. AT ICM?

www.icmfinancial.com

Company Description

Since 1988, we have been offering Full-Service Financial Planning to Individuals and Businesses in the areas of: Investments, Insurance, Estate Planning, Real Estate and Tax Planning. We manage over $1.8 billion in investment assets and have over $5 billion of life insurance inforce for our clients. The ICM Unique Approach to Planning – it’s not what you make, it’s what you keep. TAX PLANNING Warren Buffett said that his tax rate is lower than his administrative professional thanks to the many techniques and deductions that benefit the wealthy. We work with our clients to implement strategies most wealthy Americans use to minimize taxes and risk, while growing their wealth. TAX EFFICIENCY Did you know the 400 richest U.S. families now pay a lower overall tax rate than the middle-class? This is the first that’s happened in 100 years, per economists Emmanuel Saez and Gabriel Zucman. We focus on improving the efficiency of our clients’ wealth, with the aim of minimizing taxes to get their money working harder, without taking more risk. ONE DOLLAR- MULTIPLE OBJECTIVES- TACKLING YOUR TO-DO LIST We use strategies that provide multiple benefits, and can be used for multiple goals, giving our clients more control, options, and flexibility. Our clients have the convenience of streamlined planning while checking off a few boxes on the financial to-do list at one time. FIDUCIARY COMMITMENT Your money is more than just a number. It represents time and energy invested to secure a financial future for loved ones, often including hours sacrificed away from those very people to achieve it. We take our responsibility to our clients personally, treating each and every plan as if it were our own.