# Financial Advisor at IMA Financial Group

> United States · Unspecified · Other · open. Source: https://alderhq.app/jobs/greenhouse%3Aimafinancialgroup%3A5068448007 (read 2026-11-06).

## Facts (observed)

- Company: [IMA Financial Group](https://alderhq.app/companies/ima-financial-group)
- Location text: Wichita, KS; Wichita
- Where it can be done from (inferred): United States (evidence: "Location: Wichita, KS; Wichita")
- Posted: 2026-03-04 (247 days ago)
- First seen by alder: 2026-11-02 · last verified: 2026-11-04
- Reposted: 0 times · edited: 0 times
- Apply on the employer's site: https://imacorp.com/careers/openings/5068448007?gh_jid=5068448007

## Pay and sponsorship

- Posted pay: not posted
- Market band for similar posted roles (United States, n 21890): p25 $55k, median $90k, p75 $154k

## Description (the employer's text)

### Opportunity

- 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%).
### Competencies & Traits

- Entrepreneurial mindset with a strong drive to build and grow a personal book of business.

---
Data: alder (https://alderhq.app). Cite https://alderhq.app/jobs/greenhouse%3Aimafinancialgroup%3A5068448007 and the date you read it. Observed facts come from the employer's own listing; location reach, level, family and skills are inferences.