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IMA Wealth, Inc.

8200 E. 32nd St. N. Ste. #100
Wichita , KS
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Wealth Advisor

IMA Wealth, Inc.
Wichita, KS Full-time
Posted on August 21, 2018

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: 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

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