IrvineRecruiter
the smart solution for Irvine jobs

Financial Services

Company: Independent Capital Management
Location: Irvine
Posted on: February 16, 2019

Job Description:

Experience a rewarding career at Independent Capital Management, Inc. where you help people become financially independent while building your own personal financial wealth with career growth and professional development. As an advisor with Independent Capital Management, Inc., you will help individuals and businesses accumulate wealth and protect their hard-earned assets.

Whether you are new to the industry or you are looking to enhance your professional services, Independent Capital Management, Inc. can provide you with the training and marketing support you need to elevate your business to the next level. As a full-service independent Financial Advisor you can create customized plans to meet your clients' needs in the following areas: retirement planning, executive benefits, asset protection and risk management, estate planning, education funding, liability management, and real estate.

RESPONSIBILITIES

  • Schedule appointments with confidence that your manager will mentor you through the client planning process, from situation assessment to plan implementation.
  • Conduct face-to-face meetings, with the support of your manager, during which you will gather pertinent information and educate clients about fundamental financial issues.
  • Analyze and manage clients' assets and liabilities to enhance their net worth.
  • Present and implement tax-efficient planning solutions to help clients accumulate tax-advantaged wealth and generate tax-free distributions.
  • Provide a high level of individualized service throughout your long term consultative relationships with clients to increase loyalty and referral business.
  • Expand your knowledge and financial expertise through ongoing specialized training. QUALIFICATIONS / SKILLS
    • Excellent communication and listening skills.
    • Organized individual who excels in problem solving and multi-tasking.
    • Motivated hard worker who displays self-confidence and a strong desire to learn.
    • Energetic self-starter with a track record of determination, effort and achievement.
    • Bachelor's Degree, or equivalent work experience demonstrating proficiency in marketing, sales, customer service, and/or management skills. WHAT WE OFFER
      • Generous compensation package and benefits including medical, dental, vision and disability insurance, 401(k) with matching, tuition reimbursement for CFP designation, and the opportunity to qualify for business conferences in destinations such as Hawaii, Jamaica, Bahamas, Mexico, Costa Rica, and New York.
      • We will provide you with initial training to obtain industry licenses, followed by ongoing advisory and management training to elevate your career to the next level.
      • Implement our proven referral process to market your services and expand your business.
      • Help people from all financial backgrounds, ranging from middle-income to high net worth, as you create customized plans to meet their specific needs. OUR LOCATIONS

        We have branches throughout the west coast and are actively recruiting advisors in these areas.

        Keywords: Independent Capital Management, Irvine , Financial Services, Accounting, Auditing , Irvine, California

        Click here to apply!

        Didn't find what you're looking for? Search again!

        I'm looking for
        in category
        within


Other Accounting, Auditing Jobs


Current College Students - ASR External Audit Intern - Summer 2020
Description: Job Summary Description br A career within External Audit services, will provide you with the opportunity to provide a range of Assurance services and business advice to a variety of clients from (more...)
Company: PwC
Location: Los Angeles
Posted on: 02/16/2019

Staff Accountant
Description: YOUR ROLE Native Instruments is looking for a Staff Accountant to join our team. The Staff Accountant is responsible for the proper and timely recording of financial transactions in the general ledger (more...)
Company: Native Instruments
Location: Los Angeles
Posted on: 02/16/2019

Credit & Collections Analyst
Description: CalPortland --- ---EXPECT MORE--- WE DELIVER --- This is us--- - Best-in-Class, industry leader with a rich history spanning over 125-years - Largest building materials contributor to some of the West's (more...)
Company: CalPortland
Location: Glendora
Posted on: 02/16/2019


Manager-Revenue Management - W Los Angeles - West Beverly Hills (1800357P)
Description: Boldly coloring outside the lines of luxury, W turns the traditional notion of the extravagant hotel on its head. Our irreverent attitude and taste for excess redefine revelry for the modern jet set. (more...)
Company: Marriott International, Inc.
Location: Los Angeles
Posted on: 02/16/2019

Senior Regional Toll Services Consultant
Description: Job Description Senior Regional Toll Services Consultant Job LocationUS-CA-Los Angeles - US-CA-Ontario - US-CA-Santa Ana - US-CA-OaklandJob ID1018-19810 HNTB Job TitleToll Technology Sr Consultant Position (more...)
Company: HNTB
Location: Los Angeles
Posted on: 02/16/2019

Massage Therapist - Lido House Autograph Collection- (19000FAL)
Description: Here's To Your Journey with AC Hotels Marriott''s Autograph Collection features a select group of upscale and luxury independent partner hotels, each with its own distinct personality, experience, style (more...)
Company: Marriott International, Inc.
Location: Santa Ana
Posted on: 02/16/2019

Manager, Tax Reporting (Provision)
Description: Job DescriptionManager, Tax Reporting Provision GCF Level: 5Job DescriptionAmgen's tax reporting group is part of a world class tax department that provides global tax planning, transfer pricing, tax (more...)
Company: Amgen
Location: Thousand Oaks
Posted on: 02/16/2019

Current College Students - TAX Intern - Winter/Spring 2020
Description: Job Summary Description br A career within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. (more...)
Company: PwC
Location: Los Angeles
Posted on: 02/16/2019

Bookkeeper
Description: Dynamic commercial landscape company is looking for a bookkeeper. The ideal candidate will be detail
Company: Parkwood Landscape Maintenance Inc
Location: Van Nuys
Posted on: 02/16/2019

Int'l Relationship Banker II
Description: What sets Bank of the West apart from other banks is our team members-they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees (more...)
Company: Bank of the West
Location: San Marino
Posted on: 02/16/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Irvine RSS job feeds