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Experienced Financial Advisor

Independent Capital Management

Experienced Financial Advisor

Los Angeles, CA +1 location
Full Time
Paid
  • Responsibilities

    Job Description

    TRANSITION BONUSES - OWN YOUR BOOK - OPEN ARCHITECTURE – BEST TECHNOLOGY - GET PAID ON OBA’S: TAX PLANNING, INSURANCE, MORTGAGE, & REAL ESTATE

    INDEPENDENT CAPITAL MANAGEMENT, IS LOOKING FOR LICENSED FINANCIAL ADVISORS WHO WANT TO TRANSITION TO A NEW FIRM. WE UNDERSTAND YOU HAVE SPENT YOUR ENTIRE CAREER CREATING RELATIONSHIPS, LISTENING, AND PROBLEM SOLVING. WE ARE HERE TO HELP ENHANCE YOUR BUSINESS AND TAKE IT TO THE NEXT LEVEL.

    As part of the nation’s largest network of independent wealth management firms, we provide the technology, marketing, practice management, and investment solutions you need to grow your business.

    CREATE MORE REVENUE STREAMS BY OFFERING HOLISTIC PLANNING

    As an advisor with ICM you have the flexibility to either specialize in one area of practice, or you can provide COMPREHENSIVE PLANNING.

    MAKE MORE MONEY WITH THE SAME CLIENTS

    Our financial professionals leverage our OPEN ARCHITECTURE and in-house specialists to assist clients with ALL their financial goals: Investments, Tax Planning, Insurance, Estate Planning, Mortgages, and Real Estate – and get compensated

    TECHNOLOGY & OPERATIONAL SUPPORT TO STREAMLINE YOUR BUSINESS

    Your most valuable asset is time. Stop wasting time on things that don’t make you money. That’s why our cutting-edge operational and technology support is all about INCREASING EFFICIENCY.

    NO PROPRIETARY PRODUCTS – PUT YOUR CLIENTS’ INTERESTS FIRST

    Utilize the right combination, of BEST-IN-CLASS STRATEGIES for each client. You can bring objective, unbiased advice to your clients, and as a fiduciary, only make recommendations that are in their best interest. Our integrated platform is backed by leading technology and supported by a team of internal and external consultants.

    OWN YOUR CLIENTS AND BUILD A BOOK OF BUSINESS

    You work hard to attract and retain clients and you deserve to own your book. Stop working at a firm for years building a book, only to have nothing to monetize when you leave or retire. At ICM, YOUR CLIENTS BELONG TO YOU and we support you in succession planning.

     

    ICM OFFERS:

    • CONCIERGE TRANSITION AND BONUSES with a team of professionals working closely with you to thoroughly plan your transition according to your unique requirements.
    • An OPEN ARCHITECTURE platform that allows you to work with clients the way you want, on either a COMMISSION, ADVISORY or FEE-ONLY basis.
    • STATE-OF-THE-ART TECHNOLOGY including: digital business tools, paperless solutions, and SalesForce CRM for managing clients and contacts.
    • CLIENT ACQUISITION SUPPORT through turnkey programs that include full concierge back-office support from event coordination, appointment scheduling, and client follow-up.
    • BRANDED MARKETING LIBRARY with thousands of materials from videos, articles, social media content, and drip marketing campaigns.
    • BACK OFFICE ADMINISTRATIVE SUPPORT so you can focus your time on building relationships and helping your clients.
    • REGULATORY COMPLIANCE support with direct access to your OSJ.
    • BACK OFFICE FINANCIAL PLANNING AND ANALYSIS, including Morningstar reports, investment analysis, retirement income planning, risk analysis, estate planning, and tax forecasting.
    • SUCCESSION PLANNING SUPPORT to help you buy books of business to grow your business and help you sell your book when you are ready to transition to retirement.
    • ADVANCED PLANNING AND MENTOR SUPPORT, on complex cases when you need to bring the team of professionals to the table to work with a client.
    • ABILITY TO NETWORK WITH TOP ADVISORS at educational conferences.
    • TRAINING AND SUPPORT to help you increase your knowledge and areas of specialization including a REIMBURSEMENT PROGRAM for licenses and industry designations.

    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?

    We look forward to hearing more about your current business and what you are looking for in partnering with a new firm.

    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.

  • Locations
    Los Angeles, CA • Newport Beach, CA