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Senior Financial Advisor

Company: Independent Capital Management
Location: Orange
Posted on: March 26, 2020

Job Description:

Independent Capital Management, Inc. is looking for experienced financial advisors with solid interpersonal skills for our growing Newport Beach office.-- -- 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 a financial 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 Experienced--Independent Financial 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/Industry High- Payouts Bonuses, Benefits, Incentives Residual Income 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 Company Retreats and Sales Conferences Career Progression/Leadership Opportunities - We promote from within! Facilities / Support-- Company- Provided Branch Offices Office Space in an A Rated Building Comprehensive Transition Services---- Technology / Tools-- Expert Compliance Support Marketing Materials - No-Cost, Pre-Approved Extended Hours for Live Telephone Customer Service Electronic New Business Applications and Forms 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 30 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, Orange , Senior Financial Advisor, Accounting, Auditing , Orange, California

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