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Preparation.
Meet Opportunity.

If you have prepared and qualified yourself, you can create success.
Success happens when preparation meets opportunity.

There are no jobs here. Just career opportunities. Opportunities to demonstrate your willingness to work to become better.

Our clients and your colleagues here at Intelligent Capitalworks will have high expectations for you. It will be up to you to meet the moment. If you are looking for a career with opportunity, let us know.

Success follows preparation and hard work.

We'll challenge you to become better. To lead, create and succeed more.

Career Opportunity | Help us lead by example to create and achieve greater success.

What You Can Expect From Us And Our Clients

Integrity

Our clients do business with us because they trust us. We’ve worked hard to earn that trust. We’ve earned it by knowing what business we are in, taking responsibility, doing what we say we’re going to do and demonstrating that we’re in this for the long haul, because real wealth management is a “long-haul” business. We will never be as good as we want to be. The important thing is that we want to be and keep working at it.

Opportunity

Our clients come to us with opportunities for us to help them, provide guidance and craft answers to important financial life questions and dilemmas. Seldom will there be perfect answers. There will be a range of possible answers. You’ll have opportunities to help craft and present good answers for them to choose from that are imperfect in ways that they can understand, live with and move forward. These opportunities will help you excel and propel your career and ability to create value.

Leadership

Leadership demands higher expectations, hurdles and standards. Our clients expect us to be the catalyst to helping them reach their goals. They expect us to teach them and contribute and advance toward their aspirations and help them manage and overcome their fears. They will expect you to contribute to their body of knowledge and understanding. They will appropriately expect us to always help protect them with our duty of loyalty and care to put them first and seek to avoid, minimize and disclose conflicts and potential conflicts of interest with them.

Collaboration

Our clients are here because their financial lives are complex enough for them to recognize they need a multi-disciplinary team of educated, trained, board-certified and experienced professionals. They understand and appreciate that managing their wealth successfully now requires a team of professionals who are committed to working together to help place them in places of greater potentials. Our business model is built to support collaboration as a team.

Commitment

Our clients engage us to help them develop, document,  manage and advance their financial lives within an operational business framework. Very few people in their lives, if any, will be trusted with these responsibilities. Understanding their history, aspirations, goals, objectives, challenges, concerns, fears, and capacities are C-Suite responsibilities. ”C” stands for the “Chiefs” who are committed to getting things done. Our clients and your colleagues will have high expectations for you. They will depend on you to be accountable and responsible.

Professional Standards

Our clients recognize and appreciate our commitment to adhere to professional codes of ethics and standards of conduct. In addition to the many professional codes of ethics and standard of conduct to which we adhere, we have our own Code of Ethics and Standards of Conduct.  All are designed to help protect the interests of our clients and our firm at all times.

We strive to operate “Ship shape and Bristol fashion.” It has a meaning and everyone here understands and helps sustain it.

Professional Development

What you will receive from us is progress in building a career with a reputation that will help define who you are. It will be measured in value beyond money. You’ll develop and increase your opportunity to trade on your good name and reputation as you develop your career. You’ll have the opportunity to gain the respect and admiration of all the stakeholders in your life. It will contribute to you building a life well lived.

Brand, Reputation and Meritocracy

We all ride for one brand with appropriate recognition and reward for individual effort and contribution. Our firm, our reputation and our team are the brand, not individual team members. We exist together to solve problems, contribute to the well-being and help achieve the aspirations, goals and objectives of each client. We want you to become better, to lead, create, succeed more and contribute to everyone’s mutual success – our clients’, yours and ours.

Compensation and Benefits

We offer competitive compensation, opportunities for increased responsibilities with commensurate rewards, contribution to continuing education and development, wealth-building and retirement benefits, benefits for your health and well-being, and individual philanthropic support. As you perform, develop, grow, lead and help achieve our clients’ goals and objectives, and demonstrate your capacity to ride for and protect our brand, we will reward you appropriately.

What We And Our Clients Will Need From You

Integrity

The world runs on contracts, but trading floors are where you quickly learn about your integrity. Trillions of dollars of securities trades between people are bound by their words. Trust is everything. Your word is your bond. If you don’t back your word, your peers will shun you and won’t trade with you. If you can’t, don’t or won’t do what you say you’re going to do, you’ll need to learn about integrity somewhere else.

Motivation

Our clients and your colleagues will expect you to continue to harness the motivating internal forces that propel you with your desire and ambition to achieve. Your motivation helps boost the quality of our work product, our productivity, engagement, and client satisfaction, which ultimately leads to greater client retention and a profitable and more resilient and valuable firm.

Leadership

Our clients expect

Collaboration

Our clients expect us to leverage different perspectives for better understanding, more innovative solutions and enhanced productivity by pooling skills and building trust and strong relationships. Collaboration breaks down knowledge silos, improves communication, streamlines processes, allowing our team to share knowledge, adapt to changes faster, and achieve common goals more effectively.

Accountability

Our clients expect us to take ownership of the and be answerable for them.

Responsibility

Our clients expect us to be self-driven in performing and completing our duties and obligations to them.

Preparation

We are in an intellectual capital business and our clients expect us to possess the intellectual capital they need. Our clients engage us to help them to navigate and operate at the intersection of our preparation with their opportunities to help them achieve the success they seek. Intellectual capital is more than just “man-off-the-street” knowledge. The intellectual capital of wealth management has a breath, depth and analytical rigor that requires commitment to years of study and learning.

Qualification

Our clients expect us to independently certify the breadth and depth of our intellectual capital. They look for the charters, certifications and accreditations that help them validate our understanding and proficiency with the allied disciplines of wealth management.

Experience

Our clients expect us to have developed the good judgment that comes from the experiences that came from prior bad judgment.

Creativity

Our clients expect us to be outside the box thinkers.

Mentality

Our clients expect a success mentality. Your mentality is your attitude and way of thinking. It describes your outlook, disposition and your characteristic manner of thought. It influences your behavior and how you view the world. We look for and welcome colleagues who can operate at the intersection of “Excellence Was Expected,” “First, Do No Harm” and “The Ownership Mindset.”

Compliance

Our clients count on us to protect their investment in our success by successfully managing our compliance with our regulatory obligations with the Securities and Exchange Commission, state regulators, the US Department of Labor and the Internal Revenue Service. By extension, we require our colleagues to respect and abide by all laws and regulations, our firm’ policies and procedures and our Code of Ethics and Standards of Conduct.

How To Get Started

Learn About Us

We exist to serve our clients. The best place to learn about us is to spend time on our website. It is saturated with content about who we serve, what we do, what we provide, how we do it, what distinguishes us, how we create value and what it’s like to be on our team and work with us.

Send us a Letter and Resume

Please don’t call us. We’ll be busy taking care of clients and doing all the things you’ve learned about us. If you think we might be a good fit together, please write us a letter describing the opportunity you would like us to consider creating for you, along with your resume.

Give us Time to Consider and Respond

While we rarely have an “open” position, we always have the capacity to reflect, imagine and consider opportunities. We will consider inquiries from applicants who present us with an interesting opportunity that would help us in our mission to help our clients more successfully manage their long-term wealth and well-being and build a more resilient and valuable firm, while building a solid career with us.