Wealth Management Advisor

Job Locations US-TX-Dallas
Job ID
Posted Date
IMA Wealth

What You’ll Do


IMA Wealth specializes in providing wealth management and retirement plan consulting services to individuals, families and corporations.  Our goal at IMA Wealth is to become a trusted financial professional by providing valuable, long-term, goals-based services to our clients, their employees and their families.  The Wealth Management Advisor continuously expands the client base for IMA Wealth by building relationships with perspective clients throughout the community. 


Essential job responsibilities include, but are not limited to:


  • Identify, pursue and sell wealth management services to individuals, families and small businesses.
  • Maintain working relationship with internal and external referral sources
  • Use consultative sales approach to identify prospect needs and offer custom solution
  • Manage existing client relationships to ensure investments line up with their goals
  • Design and present comprehensive financial plans to address retirement, tax, estate planning, risk management and more.
  • Develop an understanding of IMA Wealth’s investment philosophy and strategy
  • Work collaboratively with an investment team and client service professionals to provide a consistent client experience
  • Support IMA’s core values and become an integral part of the IMA Wealth team

You Should Have:

Competencies and Requirements:

  • Bachelor's Degree and 3+ years’ experience in financial industry
  • FINRA Series 7 & 66 required (S63 & S65 acceptable as well)
  • Life Insurance and Variable Contracts licenses preferred (Required to be able to sell insurance products)
  • Advanced planning experience - CFP or CFA preferred
  • Experience working with high net worth individuals and families
  • Strong communication and presentation skills
  • Ability to apply critical thinking and problem-solving skills
  • Strong prioritization, relationship management, and interpersonal skills
  • Proactive, self-motivated, reliable and responsive
  • Ability to maintain strict standards of confidentiality  


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.  

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: 
$40,000 - $100,000, plus production commissions (this role will eventually transition to full commission), Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement & Fitness Device (Fitbit), Personal and Professional Development

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.

  • 2018 Dallas Business Journal Best Places to Work
  • 2016 Fortune's Top 50 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 Finish


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