Financial Advisor Trainee

1 month ago

San Diego, United States Independent Capital Management Full time
Job DescriptionJob Description

We are seeking a Financial Advisor Trainee to join our team You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities:

  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products 
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base

​Qualifications:

  • Previous experience in banking, financing, or other related fields
  • Familiarity with investment products and services
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills
Company DescriptionSince 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.Company DescriptionSince 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.\r
\r
The ICM Unique Approach to Planning – it’s not what you make, it’s what you keep.\r
\r
TAX PLANNING\r
Warren Buffett said that his tax rate is lower than his administrative professional thanks to the many techniques and deductions that benefit the wealthy.\r
\r
We work with our clients to implement strategies most wealthy Americans use to minimize taxes and risk, while growing their wealth.\r
\r
TAX EFFICIENCY\r
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.\r
\r
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.\r
\r
ONE DOLLAR- MULTIPLE OBJECTIVES- TACKLING YOUR TO-DO LIST\r
We use strategies that provide multiple benefits, and can be used for multiple goals, giving our clients more control, options, and flexibility.\r
\r
Our clients have the convenience of streamlined planning while checking off a few boxes on the financial to-do list at one time.\r
\r
FIDUCIARY COMMITMENT\r
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.

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