Permanent Full Time

We are looking for a highly motivated candidate to grow their business working side‑by‑side with senior wealth advisors holding the Certified Financial Planner (CFP) designation. You will receive daily support from experienced administrative client support specialists.

What You Will Do

• Maintain and grow existing client relationships.
• Deliver personalized wealth management solutions to existing clients and help them work toward their long‑term financial goals.
• Conduct regular proactive meetings and calls with clients.
• Educate clients about all of the products, solutions, and services IPC provides.
• Provide a world‑class client experience.
• Promote the value proposition of IPC.

What You Will Bring

• Relationship‑building skills with a commitment to establishing long‑term client relationships.
• Ability to leverage technology to enhance client exp...