Financial Planner, Investment Retirement Planning
3 days ago
United States
IMA Financial Group, Inc.
Full-time
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Join a 25-year-old Registered Investment Advisor serving 650+ households, managing $1B+ in assets, and delivering outstanding client service as a trusted, independent fiduciary.
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. 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. 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. Construct and deliver goals-based financial planning (in partnership with specialized planning resources where needed) across retirement, fee-based investment management, tax-aware strategies, estate planning coordination, risk management, and education funding. 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. Stay current on market trends, planning strategies, and regulatory developments. Value and understand the importance of diversity, equity, and inclusion among all IMA associates. Bachelor’s degree in Finance, Economics, Business, or a related field (advanced degree a plus). CFA®, CPA, or other advanced designations are advantageous. Life Insurance license preferred (required to be able to sell insurance products). Experience working with high-net-worth individuals and families is highly preferred. Strong technical expertise in investments, retirement planning, tax strategies, and estate planning fundamentals. Proficiency with financial planning software, CRM systems, and portfolio management platforms. Experience with Envestnet, MoneyGuidePro and Salesforce a plus. Experience with MS Office products required (specifically Outlook, Word, PowerPoint, and Excel). Limited travel required ( Entrepreneurial mindset with a strong drive to build and grow a personal book of business. 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. Annual Performance Bonus Stock Purchase Medical Plans Dental Pre-Tax Parking Plan Short-term Disability Long-term Disability Business Travel Accident Flexible Work Options Paid Holidays Personal and Professional Development These benefits do not apply to internship roles. What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? Business Insurance Magazine
- Best Places to Work in Insurance US Insurance Awards
- Community Outreach Project of the Year Chamber of Commerce Citizen Awards
- Best Corporate Steward finalist Magazine Best Workplaces Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. #J-18808-Ljbffr IMA Financial Group, Inc.
- a 50-year-old, employee-owned enterprise that was founded in Wichita and has seen explosive national expansion over the past 5 years. 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. 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. Construct and deliver goals-based financial planning (in partnership with specialized planning resources where needed) across retirement, fee-based investment management, tax-aware strategies, estate planning coordination, risk management, and education funding. 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. Stay current on market trends, planning strategies, and regulatory developments. Value and understand the importance of diversity, equity, and inclusion among all IMA associates. Bachelor’s degree in Finance, Economics, Business, or a related field (advanced degree a plus). CFA®, CPA, or other advanced designations are advantageous. Life Insurance license preferred (required to be able to sell insurance products). Experience working with high-net-worth individuals and families is highly preferred. Strong technical expertise in investments, retirement planning, tax strategies, and estate planning fundamentals. Proficiency with financial planning software, CRM systems, and portfolio management platforms. Experience with Envestnet, MoneyGuidePro and Salesforce a plus. Experience with MS Office products required (specifically Outlook, Word, PowerPoint, and Excel). Limited travel required ( Entrepreneurial mindset with a strong drive to build and grow a personal book of business. 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. Annual Performance Bonus Stock Purchase Medical Plans Dental Pre-Tax Parking Plan Short-term Disability Long-term Disability Business Travel Accident Flexible Work Options Paid Holidays Personal and Professional Development These benefits do not apply to internship roles. What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? Business Insurance Magazine
- Best Places to Work in Insurance US Insurance Awards
- Community Outreach Project of the Year Chamber of Commerce Citizen Awards
- Best Corporate Steward finalist Magazine Best Workplaces Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. #J-18808-Ljbffr IMA Financial Group, Inc.