IF THESE WORDS RESONATE WITH YOU -Client centric, detail oriented, driven, proactive, productive, positive, fun attitude - Then please read on.
Intelligence Driven Advisers (IDA) is a wealth management and retirement plan consulting firm that specializes in providing financial planning and investment management services to families, individuals and businesses as well as tax planning and tax preparation services.
Since inception in 2009, IDA has grown from $120 million to over $1.4 billion of AUM, serving over 1200 clients and we have only just scratched the surface.
We take a comprehensive approach to managing all aspects of our clients’ financial lives. Our ideal candidate is someone that is reliable, dependable, and loyal; a friendly, professional, and outgoing person who enjoys working with people and shares our values. They have a strong sense of doing the right thing and should be passionate about helping others. Resourcefulness, critical thinking skills and strong attention to detail are vitally important for this role.
We are looking for a long-term relationship and will foster growth with a career plan, training and development.
We are a high-energy, highly supportive team of professionals who are passionate about our clients’ financial wellbeing and work very hard to provide them with the absolute highest level of service and experience. Ready to take the leap on one of the fastest-growing RIAs in the country?
Read the job description below and if it’s the right fit for you, then what are you waiting for? Apply now!
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