IMA Advisors Intern, Summer 2025 - IMA Financial

What You'll Do

Interns at IMA are a big deal! We understand how significant your decision on where to spend an internship is and what a positive experience can do to catapult your career.

The best experiences provide true immersion in a company's culture, access to and networking with senior leaders and industry experts, opportunities to apply what you learn through real work that drives real results, and a fun and engaging cohort to share the experience with!

With this in mind, we've crafted our program to allow you to engage directly in our values driven culture through company, department, and cohort events, all while being challenged with a blend of learning programs, informative networking sessions with IMA associates, and opportunities to engage in department specific work projects that have real world impact for our clients, our business, and our associates.

As an intern, your time will be split between a core program shared throughout the cohort and work, projects and programming designed specifically for the department you are selected to join.

Our IMA Advisors team is excited to host an intern for the upcoming 2025 summer program! This position will be located in Wichita, KS.

Day to day responsibilities may include, but are not limited to :

• Introductions to the Wealth Management practice and portfolio management
• With guidance, assist in the design and presentation of financial plans to address retirement, tax, estate planning, risk management, and more
• Review current company policies and business process to analyze data and information to identify business opportunities
• Research various investments utilizing Bloomberg technology
• Learn how to construct a client portfolio based on their risk tolerance and goals
• Support and demonstrate IMA's core values
• Value and understand the importance of diversity, equity, and inclusion among all IMA associates

We're proud of the success many of our former interns have had when they've pursued careers as IMA associates' post-graduation and see our internship program as a key talent pipeline.

Because of this, preference is given to students closer to graduation, who demonstrate a curiosity about future employment within our industry.

You Should Have

• Currently pursuing an Undergraduate or Graduate Degree in Business, Accounting, Finance, or related field of study
• Experience with Microsoft Office suite required
• Students anticipated to graduate in December 2025 or Spring 2026 will be given preference
• Previous work or internship experience in a professional services or similar environment may be useful, but not required
• An entrepreneurial spirit with the ability to problem-solve, think critically, and provide creative solutions

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

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Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life.

Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.

This role is eligible for the following :

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life / AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development.

In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

Why Join IMA?

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership?

It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• 2020-2023Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine's Best Workplaces
• 2023 Denver Business Journal's Best Places to Work
• 2022-2023 Connecticut TopWork Places
• 2021-2023 Inc. 5000's List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal's Best Places to Work
• 2021-2023 Charlotte Business Journal's Best Places to Work
• 2021-2023 Los Angeles Business Journal's Best Places to Work
• 2021-2023 The Salt Lake City Tribune TopWork Places
• 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
• 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-largecategory
• 2021 Dallas Business Journal's Best Places to Work
• 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.