IMA Financial Group

Financial Advisor

Wichita, KS · Internship

Sponsorship not specifiedDetected 139 days ago

SalesforceCRMExcelCommunicationMentoringAdaptabilityMicrosoft Office

About the role

Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
It's this unique ownership business model that makes working at IMA so appealing.
Magazine's Best Workplaces - 2023 Denver Business Journal's Best Places to Work - 2022-2023 Connecticut Top Work Places - 2021-2023 Inc.

Proactively source, develop, and secure new client relationships through referrals, networking, centers of influence, and cross-selling opportunities.
Build, manage, and expand a book of business consisting of affluent and high‑net‑worth individuals and families.
Conduct in‑depth financial analyses and present clear, actionable plans that drive client engagement and long‑term commitment.
Work collaboratively with the IMA Private Wealth investment team to design, implement, and manage investment portfolios focused on long-term principal growth and protection using disciplined asset allocation, rebalancing, and ongoing monitoring processes.
Communicate complex financial concepts in a clear, relatable manner that builds confidence and encourages informed decision‑making.
Maintain adherence to fiduciary standards, SEC/State regulations, and internal compliance policies.
Support and demonstrate IMA's core values.
Perform other work-related duties as assigned.
Contribute to the next leg of growth in IMA Private Wealth, building your practice with the help of local and national resources for planning, investments, operations, technology, and compliance.
Collaborate with 20+ local IMA insurance brokers (400+ nationally) on client cross-referrals.

CFP® certification is strongly preferred
CFA®, CPA, or other advanced designations are advantageous.
7+ years of experience in a fee-only or fiduciary advisory role with demonstrated success in business development.
Experience working with high-net-worth individuals and families is highly preferred.
Proficiency with financial planning software, CRM systems, and portfolio management platforms.
Experience with Envestnet, MoneyGuidePro and Salesforce a plus.

Bachelor's degree in Finance, Economics, Business, or a related field (advanced degree a plus).
FINRA Series 65 required (S66 acceptable as well).
CFP® certification is strongly preferred; CFA®, CPA, or other advanced designations are advantageous.
Life Insurance license preferred (required to be able to sell insurance products).
Proven ability to originate new client relationships and grow revenue through consultative, advice-driven sales.
Strong technical expertise in investments, retirement planning, tax strategies, and estate planning fundamentals.
Experience managing client relationships across the full lifecycle, from prospecting to ongoing service.
Excellent interpersonal, communication, and presentation skills.
High ethical standards and a strong commitment to fiduciary responsibility.
Experience with MS Office products required (specifically Outlook, Word, PowerPoint, and Excel).

Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
This role is eligible for the following:
We've built a reputation for putting our associates first
It's this unique ownership business model that makes working at IMA so appealing.
We work in teams.
We sell in teams.

Entrepreneurial mindset with a strong drive to build and grow a personal book of business.
Confident, consultative sales style rooted in education, transparency, and trust.

Become a shareholder of IMA Financial Group - a 50-year-old, employee-owned enterprise that was founded in Wichita and has seen explosive national expansion over the past 5 years.
Be part of a long-term succession plan to ensure continuity of client experiences.

This listing is sourced directly from IMA Financial Group's careers page and normalized into a canonical job model.