Investment Advisor

Investment Advisor

Our Company

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. 

Qualifications

  • 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

Responsibilities include

  • 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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