Financial Advisor Trainee

Job DescriptionCompany 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.\r\n\r\nThe ICM Unique Approach to Planning – it’s not what you make, it’s what you keep.\r\n\r\nTAX PLANNING\r\nWarren Buffett said that his tax rate is lower than his administrative professional thanks to the many techniques and deductions that benefit the wealthy.\r\n\r\nWe work with our clients to implement strategies most wealthy Americans use to minimize taxes and risk, while growing their wealth.\r\n\r\nTAX EFFICIENCY\r\nDid 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\n\r\nWe 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\n\r\nONE DOLLAR- MULTIPLE OBJECTIVES- TACKLING YOUR TO-DO LIST\r\nWe use strategies that provide multiple benefits, and can be used for multiple goals, giving our clients more control, options, and flexibility.\r\n\r\nOur clients have the convenience of streamlined planning while checking off a few boxes on the financial to-do list at one time.\r\n\r\nFIDUCIARY COMMITMENT\r\nYour 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.