Wealth Advisor
What You'll Do At IMA Wealth, we recognize the human element is the most important piece of a successful financial strategyWe are here to understand first and advise second, to tailor solutions to opportunities - we are about people not productsOur passion for asking the right questions fuels our unrelenting desire to understand client's needs change and evolveWe make complex financial topics easy to understand so our clients can make the decisions necessary to move forwardWe are currently seeking an experienced Wealth Advisor to join our team in Wichita, KSThis person will be responsible for identifying, pursuing, and selling wealth management services within the market areaEssential responsibilities of the role include but not limited to:
Maintain working relationships with internal and external referral sources Use consultative sales approach to identify prospect needs and offer custom solutions with moderate guidance Manage existing client relationships to ensure investments line up with their goals Design and present comprehensive financial plans to address retirement, tax, estate planning, risk management and more Develop an understanding of IMA Wealth's investment philosophy and strategy Work collaboratively with an investment team and client service professionals to provide a consistent client experience Competencies and traits required for the role:
Professionalism Stay current in terms of professional development for their industry/role Contribute to and promote the development of the profession through participation in the community Self-Direction Ability to effectively plan and organize work independently Take initiative to establish goals, create deliverables, and lead projects Manage Client Relationships Identify key professional working relationships and works to develop them over time Pro-actively engage in and promote clear communication of information and needs within working relationships Problem Solving Ability to view situations in an objective or critical manner and choose the best solution accordingly Use brainstorming techniques to create a variety of solutions, thinking outside the box when necessary Communicating Actively listen, share information, and propose suggestions and solutions Express oneself effectively both orally and in written form You Should Have:
Bachelor's degree required 5
years' experience in financial industry required FINRA Series 7 & 66 required (S63 & S65 acceptable as well) Life Insurance and Variable Contracts licenses preferred (Required to be able to sell insurance products) Advanced planning experience - CFP or CFA preferred Experience working with high-net-worth individuals and families Limited travel required (less than 25%) Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel) This Job Description is not a complete statement of all duties and responsibilities comprising this position#LI-AS1 The IMA Financial Group, Incprovides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or geneticsIn addition to federal law requirements, The IMA Financial Group, Inccomplies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilitiesCompensation & Benefits Being a part of IMA has its benefitsWhen you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your lifeOur plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced lifeThis role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, EcoPass, Montly Parking Reimbursement, 401(k), Life/AD&D, Accident, Critical Illness, Hospital indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, and Personal and Professional DevelopmentWhy Join IMA? We've built a reputation for putting our associates first 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? It's this unique ownership business model that makes working at IMA so appealingWe work in teamsWe sell in teamsWe win and prosper as a team We provide support systems and resources that enable each of our associates to focus on what they do bestAnd as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quicklyWe are recognized nationally as a leader in our industry2020-2022 Business Insurance Magazine Best Places to Work in Insurance 2021-2022 Inc5000's List of Fastest Growing Companies 2022 Kansas City Business Journal's Best Places to Work 2021-2022 Los Angeles Business Journal's Best Places to Work 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces 2021 Wichita Business Journal's Best Places to Work, #1 in extra-large category 2021 Denver Business Journal's Best Places to Work 2021 Dallas Business Journal's Best Places to Work 2021 Utah Business Best Companies to Work for in Utah 2021 Alaska Journal of Commerce's Best Workplaces in Alaska 2021 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2021 Wichita Business Journal's Fastest Growing Companies List Employment Type:
Full Time Recommended Skills Certified Financial Planner Consultative Selling Customer Service Entrepreneurship Finance Investments Estimated Salary: $20 to $28 per hour based on qualifications.
Maintain working relationships with internal and external referral sources Use consultative sales approach to identify prospect needs and offer custom solutions with moderate guidance Manage existing client relationships to ensure investments line up with their goals Design and present comprehensive financial plans to address retirement, tax, estate planning, risk management and more Develop an understanding of IMA Wealth's investment philosophy and strategy Work collaboratively with an investment team and client service professionals to provide a consistent client experience Competencies and traits required for the role:
Professionalism Stay current in terms of professional development for their industry/role Contribute to and promote the development of the profession through participation in the community Self-Direction Ability to effectively plan and organize work independently Take initiative to establish goals, create deliverables, and lead projects Manage Client Relationships Identify key professional working relationships and works to develop them over time Pro-actively engage in and promote clear communication of information and needs within working relationships Problem Solving Ability to view situations in an objective or critical manner and choose the best solution accordingly Use brainstorming techniques to create a variety of solutions, thinking outside the box when necessary Communicating Actively listen, share information, and propose suggestions and solutions Express oneself effectively both orally and in written form You Should Have:
Bachelor's degree required 5
years' experience in financial industry required FINRA Series 7 & 66 required (S63 & S65 acceptable as well) Life Insurance and Variable Contracts licenses preferred (Required to be able to sell insurance products) Advanced planning experience - CFP or CFA preferred Experience working with high-net-worth individuals and families Limited travel required (less than 25%) Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel) This Job Description is not a complete statement of all duties and responsibilities comprising this position#LI-AS1 The IMA Financial Group, Incprovides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or geneticsIn addition to federal law requirements, The IMA Financial Group, Inccomplies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilitiesCompensation & Benefits Being a part of IMA has its benefitsWhen you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your lifeOur plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced lifeThis role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, EcoPass, Montly Parking Reimbursement, 401(k), Life/AD&D, Accident, Critical Illness, Hospital indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, and Personal and Professional DevelopmentWhy Join IMA? We've built a reputation for putting our associates first 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? It's this unique ownership business model that makes working at IMA so appealingWe work in teamsWe sell in teamsWe win and prosper as a team We provide support systems and resources that enable each of our associates to focus on what they do bestAnd as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quicklyWe are recognized nationally as a leader in our industry2020-2022 Business Insurance Magazine Best Places to Work in Insurance 2021-2022 Inc5000's List of Fastest Growing Companies 2022 Kansas City Business Journal's Best Places to Work 2021-2022 Los Angeles Business Journal's Best Places to Work 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces 2021 Wichita Business Journal's Best Places to Work, #1 in extra-large category 2021 Denver Business Journal's Best Places to Work 2021 Dallas Business Journal's Best Places to Work 2021 Utah Business Best Companies to Work for in Utah 2021 Alaska Journal of Commerce's Best Workplaces in Alaska 2021 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2021 Wichita Business Journal's Fastest Growing Companies List Employment Type:
Full Time Recommended Skills Certified Financial Planner Consultative Selling Customer Service Entrepreneurship Finance Investments Estimated Salary: $20 to $28 per hour based on qualifications.
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