Financial Advisor

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.

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