Independent Wealth Advisor: Growth & Ownership Path

IMA Financial Group, Inc.; Wichita (KS); Sur place; USD 110 000 - 150 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Business development

High-net-worth expertise

Financial analysis

Communication skills

Team collaboration

Client relationship management

Regulatory compliance

Formation

Bachelor's degree in Finance/Economics/Business

CFP certification preferred; CFA/CPA advantageous

FINRA Series 65 required (S66 acceptable)

Life Insurance license preferred

Outils

Envestnet

MoneyGuidePro

Salesforce

Microsoft Office (Outlook, Word, PowerPoint, Excel)

Description du poste

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.