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 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.
• Comfortable working in teams and engaging other talented specialists in client relationships.
• Thrives in a performance‑based, growth‑oriented environment.
• 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.