Mission: Independent Professional Advice with a Personal Touch. Experience the high level of service and hands on approach offered by a private boutique firm, backed by the size and strength of one of the nation’s largest independent broker-dealers.
We are 100% independent and owned 100% by our employees which puts our advisors in the best possible position to help our clients. Our firm employs over 110 advisors at our 7 retail offices and supports an additional 220 advisors nationwide. Join our team and get started on an exciting new career path!
Whether you’re a seasoned veteran looking for a change of scenery or you’re a newcomer looking to break into the industry, ICM has a spot for you.
I’d like to take a couple minutes of your time to share with you what’s important to us here at ICM, and what a career at ICM would look like if you chose to come on board with us. This will help you determine for yourself whether this would be a good fit for you.
It all starts with you. We recognize that our first client is you, our advisor. We can only gain loyal and valuable clients when you use the best products and services to help your clients achieve their protection, investment and retirement income goals.
We are well aware that our advisors are our best source of new clients so it is in our best interest, and thus our mission, to give you access to world-class products and the tools, training and business support you need to face the challenges you will surely encounter.
Our advisors come from all walks of life; financial consultants, teachers, recent college grads, etc. We welcome any background and value diversity because we have seen success come from every type of individual...our only ask is that you have a willingness to learn and have a strong desire to succeed.
In return, we offer a career that you are in control of; that you build your own schedule for; and that, in the end, you determine how much you want to make.
We are deeply invested in the success of all our advisors, and thus we provide a top notch service and support to all our advisors.
But we also understand the challenges are different depending on your previous experiences.
For college graduates or those switching careers, we offer a comprehensive training program, skills-based coaching, in-person training and mentoring, and license fee reimbursement
For our experienced financial services professionals, we integrate you with our marketing, training and operations teams, to ensure you are well equipped to pick up where you left off and continue your success from day 1 here at ICM.
We also believe in a “Do More, Get More” approach – the more successful you are, the more opportunities you will unlock to grow your success exponentially.
Simply put, we work hard to give you everything you need to thrive, and we are invested in your achievements from day one. Our commitment is to help you be your best, and in return, we expect your best.
Our Management Career Path was developed as a leadership and career advancement program for our advisors. This opportunity allows qualified individuals the opportunity to pursue a management career without climbing a corporate ladder of seniority, at a firm that is committed to promoting from within.
Our extensive management training program prepares you to learn all the aspects of running a branch office so you can fill a senior management position in an existing branch, or open a new retail branch location for the firm. This is an excellent opportunity for a management-minded Financial Advisor with a desire to help train, manage, mentor, and develop the careers of other advisors.
“With our entrepreneurial environment, I was able to grow my own business with ICM at my own pace, enabling me to reach a senior-level position before age 30”
- Pamela Rodriguez, Division Manager ICM Beverly Hills
"Something that really separates our program from other firms' programs is that we can get people up and running and in a position to open their own branch within a span of just two years"
- Drew Marloe, founder, president, and CEO of ICM
Have you always had a propensity for numbers? An interest in finance and investments? A thoughtful and studied approach to growing capital? Or perhaps you have an interest in a life insurance career? Then do consider a career as a financial advisor! Independent Capital Management, Inc. offers a rewarding experience on your career path toward becoming a master financial consultant.
"ICM goes above and beyond in support of my business. They are willing to help me from pre-planning to point of sale to ensure we make a positive impact on our clients' lives"
- Stephen Anderson
"Freedom to do whatever best serves each individual client and unrestricted access to career development go hand in hand"
- Financial Advisor, Nancy Serritella, a 14-year professional of ICM
Our firm is completely independent, so our loyalty belongs exclusively
to our clients, not to a distant parent company. This independence
enables us to establish working relationships with a large number
of industry-leading financial firms and insurance providers to create
customized plans to suit our clients’ specific needs. We are dedicated
to providing complete training and support to successful individuals
committed to developing a rewarding career in the financial services
As an advisor with Independent Capital Management, Inc., you will
help individuals and businesses accumulate wealth and preserve their
hard-earned assets. ICM advisors currently help more than 50,000
clients throughout the country with more than $1 Billion in assets
under management and $5 Billion of insurance protection.
ICM provides the right environment to grow new talent in the financial jobs sector. At ICM, a career in financial services is not a one-dimensional job.
We look for candidates who are entrepreneurial and we are committed to promoting from within. We want candidates who are ready to develop a management career without climbing a corporate ladder based solely on seniority. But we also look for candidates who are committed to helping people, helping their clients. A financial planning job with ICM is a job about people and finances both.
Excellent communication and listening skills
Trustworthy professional with a persistent work ethic
Organized individual who excels in problem solving and multi-tasking
Motivated hard worker who displays self-confidence and a strong desire to learn
Entrepreneur with a passion to build a business and achieve unlimited earning potential
Energetic self-started 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
I have been working at Independent Capital Management full-time (More than 8 years)
Unlimited earning potential while working for an established 30+ year old stable / independent company
Easy to become comfortable
Advice to Management
Keep bringing motivated younger employees into the business and be willing to train them
I applied online. The process took 2 days. I interviewed at Independent Capital Management (San Diego, CA) in April 2018.
Before the interview, you sit down with about 5 other people to overview the company. Then there is a very simple 4 questions you answer. If you get invited to the second day then there is another overview of the pay and training part of the job. Also followed by a short interview.
Let us know if we're missing any workplace or industry recognition –
Pay Equality Pledge
Committed to paying equitably for equal work & experience
Has programs that support a diverse and inclusive workforce