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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