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Commercial Client Advisor for Small Businesses

imaFinancialGroupCharlotte, NC; Denver, CO; Overland Park, KS; REMOTE; Wichita, KS
Remote Full-time

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Experience Level

Entry Level

Qualifications

The ideal candidate will possess:A commitment to exceptional client service. Strong communication and interpersonal skills. Ability to analyze financial data and provide actionable insights. Experience in financial advisory or banking is preferred. A proactive approach to problem-solving and a team-oriented mindset.

About the job

imaFinancialGroup is hiring a Commercial Client Advisor to support small businesses. The position offers flexibility, with options to work from Charlotte, NC; Denver, CO; Overland Park, KS; Wichita, KS; or fully remote.

What you will do

  • Develop and maintain strong relationships with small business clients.
  • Learn about each client’s unique needs and business goals.
  • Deliver strategic financial advice tailored to the challenges small businesses face.
  • Recommend solutions that help clients achieve their objectives in a competitive market.

Who succeeds in this role

This role fits people who care about helping small businesses grow and enjoy supporting their success.

About imaFinancialGroup

imaFinancialGroup is a leading financial services provider dedicated to empowering small businesses through personalized financial guidance and innovative solutions. Our commitment to excellence and client success makes us a trusted partner in the business community.

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