Retirement Plan Advisor

IMA Financial Group(29 days ago)

HybridFull TimeManager$100,000 - $125,000Advisory Services

About this role

This is a managerial position within IMA's Advisory Services/Wealth group focused on the firm's retirement plan business. The role sits at the intersection of client-facing advisory work and internal collaboration with investment and retirement plan teams while reflecting IMA's values and DEI commitments. The position is eligible for a comprehensive benefits package and variable compensation tied to performance.

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Required Skills

Consultative Sales
Retirement Plans
Client Service
Investment Analysis
Strategic Recommendations
Vendor Selection
Plan Design
Compliance Oversight
Due Diligence
Team Collaboration

+8 more

Qualifications

Bachelor's Degree
FINRA Series 65
Life Insurance License
Variable Contracts License

About IMA Financial Group

imacorp.com

IMA Financial Group is an employee-owned insurance and financial services firm that provides insurance, employee benefits, and wealth management solutions. The company combines industry expertise with consultative advisory services to help organizations and individuals manage risk, design benefits programs, and pursue long-term financial goals. Backed by 100% employee ownership, IMA emphasizes client-focused, customized solutions and long-term relationships across insurance, benefits, and wealth management.