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.
CONSIDER EVERYTHING
Preparation.
Meet Opportunity.
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.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
Create value for you by developing the a wealth management plan to preserve, protect, grow, and transfer your wealth and implementing the disciplined investment and wealth management strategies to support your plan.
Wealth management
designed to maximize your life.
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
Leadership
Our clients need us to be the point person to take charge of many workflows and proactively solve problems rather than wait for issues to become bigger problems. They need us to take responsibility for our contributions and deliverables, and be accountable for outcomes, even when they are not positive. They expect us to foster a continuous process of growth, adaptation and improvement.
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.
Accountability
Our clients expect us to own our responsibilities and complete tasks accurately and on time, and track progress and ensure that our commitments are being met. They expect us to develop proactive approaches to problems and challenges, find workable solutions, pay attention to the details and help other team members.
Responsibility
Our clients expect us to make ethical decisions that uphold our integrity in our work with them. They expect us to focus on our shared purpose and teamwork, be timely and measure and monitor progress toward their goals. They expect us to share information in a timely manner and ensure everyone understands expectations.
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.
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
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
Responsibility
Our clients expect us to make ethical decisions that uphold our integrity in our work with them. They expect us to focus on our shared purpose and teamwork, be timely and measure and monitor progress toward their goals. They expect us to share information in a timely manner and ensure everyone understands expectations.
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
Experience
Creativity
Our clients and your colleagues need you to be adaptable and flexible enough to think and see things differently. We will expect you to ask questions, seek different perspectives, expound and elaborate, and be able to connect and think across the allied disciplines of wealth management. We will need you to think creatively to help craft tailored solutions to address client dilemmas and solve challenging problems.
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
Open Positions
We currently are accepting letters and applications for the following experienced positions:
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 send us your resume and a cover letter describing the opportunity you are seeking.
