Are you someone who is:
- Comfortable with numbers and relatively strong in math?
- Good with people, communication, and building relationships?
- Open-minded, coachable, and willing to learn?
- Training, guidance, and ongoing support are available. Industry experience is helpful but not always required; the right attitude, integrity, and willingness to learn are essential.
If this sounds like you, we’d be happy to discuss next steps and see whether there is a potential fit.
Whether you want to:
Boost your part-time or full-time income,
Transition over time to full financial independence beyond a traditional 8–4 or 9–5 job, or
Develop a professional path that helps you reach your optimum potential,
there are opportunities to build your own book of business that can one day be transferred or passed on to your heirs. This is not just a job—it can become a long-term professional asset and a meaningful part of your legacy.
Opportunities at Intellivest
We are looking for motivated individuals who are interested in:
- Becoming financial and insurance advisors.
- Providing tax preparation and tax filing services as a professional.
- Building a career in bookkeeping and day-to-day financial record management for clients.
If so, a career in financial services may be a strong fit. Build Income, Independence, and Your Full Potential
Contact us today
Contact us today to learn more about how you can start your journey in financial advising, insurance, tax preparation, or bookkeeping—and move closer to your optimum professional potential.