• Wealth Advisor

    Job Locations US-CO-Denver | US-TX-Dallas | US-KS-Wichita
    Job ID
    2018-1412
    Posted Date
    8/21/2018
    Department
    IMA Wealth
  • 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.

    • 2016 Fortune's Top Workplaces for Parents
    • 2014 Business Insurance Magazine Best Places to Work in Insurance, 6th Place nationwide, Medium Employer category
    • 2014 Dallas Business Journal’s Healthiest Employer Finalist
    • 2011 – 2013 Healthiest Employers in North Texas Award Dallas Business Journal
    • 2014 Kansas City Business Journal’s Healthiest Employer Finalist
    • 2013 Kansas City Business Journal’s Healthiest Employer Honoree
    • 2015 CoBiz Best of Colorado
    • 2014 Colorado Biz Magazine Colorado's "Perk"iest Companies

    What You’ll Do

    IMA Wealth, an investment advisory firm, takes a consultative approach with our clients by providing individualized and objective advice from our experienced team of wealth management advisors.

     

    Role

    Client Relationship Manager.  This role continuously expands the client base for IMA Wealth by building relationships with prospective and existing clients in a team environment. 

     

    Primary Responsibilities: 

    • Provide wealth management services to high net worth individuals while working collaboratively with an investment team, client service professionals and administrators
    • Seek new client and business relationships
    • Manage existing client relationships
    • Follow processes to ensure a consistent excellent client experience
    • Design and present investment plans based on the financial planning process
    • Become an integral part of the IMA Wealth team

    You Should Have:

     General Skills

    • Team player
    • Integrity and professionalism
    • Problem solver
    • Networking and prospecting
    • Strong communication skills
    • Time management and organizational skills
    • Strong proficiency in technology and ability to learn new procedures

    Requirements:                 

    • 1-5 years of professional experience
    • CFP or CFA preferred
    • License requirements includes NASD Series 65 or NASD Series 66 (Registered Investment Advisor Combined Examination).
    • Life Insurance and Variable Contracts licenses are needed in order to be employed through the broker/dealer subsidiary to market company retirement plans
    • Bachelor's Degree preferred or equivalent experience.
    • Strong client focus and proven ability to think in terms of the client experience and perspective
    • Highly motivated, outstanding verbal and written communication skills, excellent judgment and analytical abilities
    • Commitment to being a fiduciary, strong investment knowledge, and willingness to embrace a high standard for client service

     

    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.  

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