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Retirement Plan Advisor & Team Leader

Job in Salt Lake City, Salt Lake County, Utah, 84193, USA
Listing for: IMA Financial Group, Inc.
Full Time position
Listed on 2026-10-20
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below

IMA Financial Group, Inc. in Utah seeks a senior sales professional to drive growth in retirement plan services. You will identify prospects, tailor solution offerings, and manage ongoing client relationships with Retirement Plan Managers to ensure service excellence.

The role requires a Bachelor's degree, 3+ years in retirement plan sales, FINRA Series 65, and state-of-the-art MS Office skills. Occasional travel (25-50%) is expected, with a competitive benefits package.

The Retirement Plan Advisor & Team Leader role at IMA Financial Group, Inc. is now open for applications in Salt Lake City, UT, United States.

Join us at IMA Financial Group, Inc. as our next Retirement Plan Advisor & Team Leader in Salt Lake City, UT, United States.

We are currently recruiting a Retirement Plan Advisor & Team Leader for our team in Salt Lake City, UT, United States.

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