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Financial Consultant Wealth Management

Retirement Plan Strategy Lead

Job in Denver, Denver County, Colorado, 80285, USA
Listing for: IMA Financial Group, Inc.
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A prominent financial advisory firm in Denver is seeking a Retirement Plan Manager to serve as the primary advisor for employer-sponsored retirement plans. This role requires strong industry knowledge to deliver strategic guidance on investment selection and plan design. The ideal candidate will have at least 2 years of relevant experience, a Bachelor's degree, and will maintain a FINRA Series 65 license.

You will conduct plan reviews, lead client meetings, and provide tailored solutions to enhance participant outcomes. Competitive compensation with substantial benefits offered.
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