Financial Advisor

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