Integritas Investment Management, LLC is an independent, investment advisory firm founded in 2017 by entrepreneur and investor, Joe Modica, CFA®. Our team leverages 33 years of experience to provide clients with a deeper level of advisory insight through research, security analysis, portfolio management and modern portfolio theory.
We serve a varied group of clients that includes business leaders, retirees, executives and high net worth investors. Our clients typically have a net worth of over $1,000,000.
We are looking to grow our team with the addition of a skilled and dynamic individual whose focus will be on investment management and business development.
- Excellent communication skills and innate ability to build rapport; problem-solving mindset
- Integrity, focused, self-starter, outgoing and open to new skills, competitive, willingness to learn
- Ability to build and maintain strong relationships with leads, prospects and clients
- Desire to work on a team; share a vision for our culture and long term goals
- Strong computer skills including Microsoft Excel, Word, Power point and Outlook
- At least 2 years of experience in the industry
- Experience in a bank channel or wire house environment
- Series 7, 63 a plus
- Pursuit of the CFA charter desired
- Investment Management/Research
- Business Development/Relationship Management
- Provide concise interpretations of community networks on behalf of the firm
What We Offer
- Professional and collegial company culture
- $65,000 salary plus bonus based on business development targets
- Operational and administrative support
- Group health and dental plan
- Integritas 401K plan and match
Interested candidates should send their resume to Joe.Modica@iimLLC.net.
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