Retirement Plan Advisor

IMA Financial Group•Bellevue, WA

About The Position

Essential job responsibilities include but are not limited to: Producing/Advising Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Uses consultative sales approach to identify prospects and their needs, and offer tailored solutions Pursues and sells our services to retirement plan prospects. Solidifies client relationships and maintains responsibility for ongoing client service in conjunction with Retirement Plan Managers Completes investment analysis of clients/prospects fund options and offers guidance based on IMA Wealth’s best in class list Under moderate guidance, provides strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, compliance oversight, and investment due diligence Works collaboratively with the investment team and retirement plan managers to provide a consistent client experience Develops and maintains effective working relationships with internal and external referral sources People Management Manages the work of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations Facilitates team meetings, communicating division information Participates in the hiring process for direct reports as well as additional department hires Serves as a mentor and coach for members of the team as needed Provides feedback to Advisory Services team members, and their direct supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met

Requirements

Bachelor's degree and 3+ years’ sales experience in the retirement plan services
FINRA Series 65 required (additional licensing may be needed)
Knowledge of ERISA laws and the retirement plan industry preferred
Moderate travel required (25-50%)
Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)

Nice To Haves

Life Insurance and Variable Contracts licenses preferred
Knowledge of ERISA laws and the retirement plan industry preferred

Responsibilities

Uses consultative sales approach to identify prospects and their needs, and offer tailored solutions
Pursues and sells our services to retirement plan prospects.
Solidifies client relationships and maintains responsibility for ongoing client service in conjunction with Retirement Plan Managers
Completes investment analysis of clients/prospects fund options and offers guidance based on IMA Wealth’s best in class list
Provides strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, compliance oversight, and investment due diligence
Works collaboratively with the investment team and retirement plan managers to provide a consistent client experience
Develops and maintains effective working relationships with internal and external referral sources
Manages the work of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
Facilitates team meetings, communicating division information
Participates in the hiring process for direct reports as well as additional department hires
Serves as a mentor and coach for members of the team as needed
Provides feedback to Advisory Services team members, and their direct supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met