Strategic Retirement Plan Advisor | Client Portfolios
Listed on 2026-10-10
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
IMA Financial Group, Inc. is seeking a senior sales professional to grow retirement plan services. You will use a consultative approach to identify prospects, tailor solutions, and pursue new business while ensuring ongoing client service with Retirement Plan Managers.
Collaborate with the investment team, manage relationships, and contribute to plan design optimization and due diligence. Travel up to 50% and participate in a robust benefits program.
We are seeking a motivated Strategic Retirement Plan Advisor | Grow Client Portfolios to join IMA Financial Group, Inc. in Newton, MA, United States.
Join IMA Financial Group, Inc. and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Strategic Retirement Plan Advisor | Grow Client Portfolios role at IMA Financial Group, Inc., based in Newton, MA, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).