About this role
Financial Advisor at IMA Financial Group. Location: Wichita, Kansas, United States. Role: sourcing clients, building book, delivering plans Requirements: Bachelor's degree in Finance/Economics/Business; FINRA Series 65 (S66 acceptable); CFP preferred; 7+ years in fiduciary advisory; life insurance license preferred; strong communication; fiduciary compliance; proficient planning software; MS Office; travel <10%. Category: Finance and Accounting Seniority: Mid Level Tools: Envestnet, MoneyGuidePro, Salesforce, Microsoft Office Certifications: finra series 65, s66, cfp, cfa, cpa Commitment: Full Time Workplace: Onsite Languages: English