-
Retirement Plan Advisor
3 weeks ago
Empower Retirement Denver, United StatesGrow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfa ...
-
Retirement Plan Advisor
3 weeks ago
IMA Financial Group Denver, United StatesIMA Retirement is actively recruiting a Retirement Plan Advisor to join our expanding team nationally. This presents a prime opportunity to become a valued member of our dynamic and collaborative team, offering unlimited growth potential. The ideal candidate will demonstrate the ...
-
Wealth Advisor, Retirement Plans
3 weeks ago
Mercer Advisors Denver, United States Full timeMercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – "A fam ...
-
The Cigna Group Denver, United States Full timePOSITION SUMMARY · The Pre-Sale Resource Planning Advisor performs the capacity forecasting function for back office operational teams specific to Pre-Sale. Reviews and trends key metrics such as receipts, inventory, membership, attainment, barrier time, productivity, at work/on ...
-
Career and Academic Planning Advisor
3 weeks ago
InsideHigherEd Brighton, United States Administrative Jobs ,Position Title:Career and Academic Planning Advisor · Overview:St. John Fisher University is an independent, liberal arts institution that provides a transformative education to approximately 3,800 undergraduate, master's, and doctoral students each year. Across its five Schools, ...
-
Associate Advisor
2 weeks ago
Kestra Financial Independent Advisor Denver, Colorado, United States PermanentWe are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide t ...
-
Lead Wealth Advisor/Business Developer
3 weeks ago
The Judson Group Denver, United StatesLead Wealth Advisor/Business Developer | Denver, Colorado · Reference Number: HRJ7476Location: Denver, ColoradoJudson Group has partnered with a national RIA in their search for a · Lead · Wealth Advisor/Business Developer . The Lead Wealth Advisor/Business Developer will be r ...
-
Financial Professional
3 weeks ago
Esri Denver, United StatesFinancial Professional - CO, Denver PIN_44125) · Primary Location · : · UNITED STATES-CO-Denver · Organization · : · Equitable Advisors · DescriptionWe're on a mission to help people build fulfilling futures. Our commitment to helping people pursue what's possible has neve ...
-
Financial Advisor
3 weeks ago
Harrison Gray Search & Consulting Denver, United StatesJob Description · Job Description · Harrison Gray has partnered with one of Colorados growing Private Wealth Management firms. They specialize in fee-based discretionary asset management for individuals and families. This firm customizes portfolios based on their clients financ ...
-
at Work
1 week ago
Morgan Stanley Denver, United StatesMorgan Stanley at Work - Nonqualified Deferred Compensation – Sales and Plan Consulting - Executive Director Job Number: · Posting Date · :Jun 7, 2024 Primary Location · :Americas-United States of America-Colorado-Denver Other Locations · :Americas-United States of Amer ...
-
Advisor Consultant
3 weeks ago
TIAA Denver, United States Full timeThe Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions. The Advisor Consultant will work within US Wealth Advisory Services team to drive sales in their defined territory across all products offer ...
-
Financial Advisor
4 days ago
Gaia Wealth Management Denver, United StatesGaia Wealth Management is actively seeking a unicorn of a Financial Advisor to join our growing team. Our boutique wealth management firm is comprised of two fun, dedicated and compassionate people who care deeply about our clients and their financial lives. A successful candidat ...
-
Supervision Specialist
6 days ago
Cetera Financial Group Denver, United StatesCetera Financial Group is currently seeking a Supervision Specialist. This is a unique opportunity to join our team that is responsible for the supervisory oversight of registered representatives and associated persons under their jurisdiction. The following is an overview of the ...
-
Analyst, Client Services
3 days ago
Ares Management Corporation Denver, United States Full timeDescription · About Ares Wealth Management Solutions (AWMS) · Ares Wealth Management Solutions (AWMS) oversees the product development, distribution, marketing, and client management activities of investment offerings for the global wealth management channel. With a team of mor ...
-
Portfolio Operations Specialist
1 week ago
Mercer Advisors Denver, United States Full timeMercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – "A fam ...
-
Senior Wealth Advisor
3 weeks ago
HighTower Advisors Denver, United StatesSenior Wealth Advisor - Investment Security Group · Job Description · Posted Tuesday, March 19, 2024 at 4:00 AMWho We AreInvestment Security Group (ISG) was founded in 1992 with the mission of becoming a "client first" boutique firm offering a one-stop resource of personalized ...
-
Tax Associate
1 day ago
Mercer Advisors Denver, United States Full timeMercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – "A fam ...
-
Mercer Advisors Denver, United States Full timeMercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – "A fam ...
-
Advisor (Open-Rank)
1 week ago
University of Colorado Denver, United States Full timeAdvisor (Open-Rank)-33616University Staff Description University of Colorado | Denver · Official Title: Academic Services Intermediate Professional – Senior Professional (Open-Rank) · Working Title: Advisor (Open-Rank) · FTE: Full-time · Salary Range: Intermediate Profess ...
-
Tax Director
3 weeks ago
CBIZ Denver, United States Full timeWith over offices and nearly 7, associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized serv ...
Retirement Plan Advisor - Denver, United States - IMA Financial Group
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
IMA Retirement is actively recruiting a Retirement Plan Advisor to join our expanding team nationally.This presents a prime opportunity to become a valued member of our dynamic and collaborative team, offering unlimited growth potential.
The ideal candidate will demonstrate the highest level of professionalism, self-direction, excellence in client relationships, adept problem-solving skills, and effective communication abilities.
Responsibilities include, but are not limited to:Uses consultative sales approach to identify prospects, their needs, and offers tailored solutions
Pursues and sells ourservices to retirement plan prospects
Solidifies client relationships and maintains responsibility for ongoing client service in conjunctionwith IMA team
Completes investment analysis of clients/prospects investment portfolio and provides guidance and recommendations
Provides strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection and conversions, plandesign optimization, compliance oversight, and investment due diligence
Works collaboratively with entire IMA team to provide a consistent client experience
Develops and maintains effective working relationships with internal and external partners
Support and demonstrate IMA's core values
Value and understand the importance of diversity, equity, and inclusion
Required skills:
Bachelor's degree required
5+ years' sales experience in the retirement plan services required
FINRA Series 65 required (OR obtain within first six month; additional licensing may be needed)
Life Insurance and Variable Contracts licenses preferred
Knowledge of ERISA laws and the retirement plan industry preferred
Moderate travel required (25-50%)
Experience with MS Office products and other business orientedsystems (specifically PowerPoint, Outlook, Word, and Excel)
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
#LI-JK1
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.
Salary Range$100,000
—
$125,000 USD
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:
Annual Performance Bonus, 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, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development.
In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
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 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 industryBusiness Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine's Best Workplaces
2023 Denver Business Journal's Best Places to Work
Connecticut TopWork Places
Inc. 5000's List of Fastest Growing Companies
Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
Kansas City Business Journal's Best Places to Work
Charlotte Business Journal's Best Places to Work
Los Angeles Business Journal's Best Places to Work
The Salt Lake City Tribune TopWork Places
Puget Sound Business Journal's Washington's Best Workplaces
Wichita Business Journal's Best Places to Work, #1 in extra-largecategory
2021 Dallas Business Journal's Best Places to Work
2021 Alaska Journal of Commerce's Best Workplaces in Alaska
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.
#J-18808-Ljbffr