Financial Advisor

Are you an established financial professional looking for a new opportunity to apply your skills in an entrepreneurial yet highly supportive environment? Our goal is to educate people as they plot a course through some of life's most challenging financial issues. We build strong one-on-one relationships, interacting with clients in the communities where they live.

As a financial advisor with Independent Wealth Management, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by analyzing their present income and asset situations; recommending appropriate investment solutions; helping clients take action on your recommendations; and providing personal client service.

Requirements :

• BA or BS in Business / Finance; advanced degree / designation a plus (e.g., MBA CFP, CPA)
• FINRA Series 7, 63 and 65 or 66
• Five-plus years of experience building own book of business successfully
• Excellent knowledge of and ability to communicate financial planning concepts and terminology
• Excellent knowledge of and ability to explain products, such as mutual funds, stocks, bonds, insurance, and annuities
• Firsthand knowledge of third-party asset management systems, including how they work, their benefits, and their drawbacks
• Demonstrated sales skills
• Strong interpersonal skills and a genuine desire to help others
• The tenacity to nurture long-term relationships with other professionals like CPA's, attorneys, etc.
• A commitment to conduct business with honesty and integrity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, gender stereo typing, and age.

Independent Bank is an EO / AA Employer - M / F / Vets / Disabled