Financial Advisor

IMA Financial Group, Inc.; Wichita (KS); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Sabbatical

Gift Matching

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group, Inc. in Wichita, Kansas, seeks an experienced fiduciary advisor to build and manage a book of high-net-worth clients within IMA Private Wealth. You will lead comprehensive planning, coordinate with CPAs and attorneys, and work with the investment team to deliver objective fee-based guidance.

The role emphasizes relationship development, regulatory compliance, and fiduciary excellence, with leadership mentorship and a path toward ownership as the firm expands nationally.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• FINRA Series 65 required (S66 acceptable).
• CFP certification strongly preferred; CFA®, CPA, or other advanced designations advantageous.
• Life Insurance license preferred (required to sell insurance products).
• 7+ years of experience in a fee-only or fiduciary advisory role with proven success with HNW clients.
• Proven ability to originate new client relationships and grow revenue through consultative sales.

Responsibilities

• Proactively source, develop, and secure new client relationships through referrals and networking.
• Build, manage, and expand a book of business with affluent and high-net-worth individuals.
• Construct and deliver goals-based financial planning across retirement, tax-aware strategies, and estate planning coordination.
• Conduct in-depth financial analyses and present actionable plans to drive engagement.
• Collaborate with the IMA Private Wealth investment team to design and manage portfolios.
• Serve as primary contact for clients, coordinating with external professionals as needed.
• Explain complex financial concepts clearly to build confidence and informed decisions.
• Identify opportunities to deepen client relationships and broaden services.
• Maintain fiduciary standards and compliance with regulations and internal policies.
• Stay current on market trends and regulatory developments; mentor junior advisors.
• Support and demonstrate IMA’s core values; participate in growth initiatives.

Skills

Business development

High-net-worth expertise

Financial analysis

Communication skills

Team collaboration

Client relationship management

Regulatory compliance

Education

Bachelor's degree in Finance/Economics/Business

CFP certification preferred; CFA/CPA advantageous

FINRA Series 65 required (S66 acceptable)

Life Insurance license preferred

Tools

Envestnet

MoneyGuidePro

Salesforce

Microsoft Office (Outlook, Word, PowerPoint, Excel)

Job description

• 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.
• Be part of a long-term succession plan to ensure continuity of client experiences.

Essential job responsibilities include but are not limited to:

• 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.
• Act as the primary point of contact for clients, collaborating with CPAs, attorneys, and other external professionals as needed.
• Communicate complex financial concepts in a clear, relatable manner that builds confidence and encourages informed decision-making.
• Identify opportunities to deepen client relationships and broaden service offerings through ongoing planning discussions.
• Maintain adherence to fiduciary standards, SEC/State regulations, and internal compliance policies.
• Stay current on market trends, planning strategies, and regulatory developments.
• Contribute to firm-wide growth initiatives and provide mentorship to junior advisors or planners as appropriate.
• Support and demonstrate IMA’s core values.
• Value and understand the importance of diversity, equity, and inclusion among all IMA associates.
• Perform other work-related duties as assigned.

Required Experience and Skills include but are not limited to:

• 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).
• 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.
• 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.
• 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 (<10%).
• Entrepreneurial mindset with a strong drive to build and grow a personal book of business.
• Comfortable working in teams and engaging other talented specialists in client relationships.
• Self-directed, organized, and accountable for results.
• Confident, consultative sales style rooted in education, transparency, and trust.
• Adaptable to evolving client needs, market conditions, and firm initiatives.
• Strategic thinker with strong analytical and problem-solving abilities.

Being a part of IMA has its benefits. When 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 life. 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:

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre-Tax Parking Plan
• 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
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development

In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why 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 appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And 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 quickly.

We are recognized nationally as a leader in our industry

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

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.