Retirement Advisor

INTRUST Bank Careers•Tulsa, OK

About The Position

As a Retirement Advisor, you’ll play a key role in helping organizations and their employees secure their financial futures. You’ll manage a diverse portfolio of institutional accounts, provide expert guidance on investment management and ERISA activities, and ensure high-quality service for all client needs. We value innovation, teamwork, and a commitment to exceptional client service. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST’s Character Qualities.

Requirements

Bachelor’s degree required, with 3-5 years Retirement Plan/Retirement Management experience preferred.
Direct experience with retirement plan administration, investments, and employee education is desired.
Strong understanding of retirement plan regulations, industry trends, and best practices.
Excellent judgment, problem-solving, and organizational skills.
High attention to detail and a passion for delivering outstanding client service.
Exceptional communication skills, both written and verbal, with the ability to explain complex topics clearly.
Ability to work independently and as part of a collaborative team.

Nice To Haves

Industry designations (QKA, QPA, AIF, CFP, CRPS, CPFA) a plus.

Responsibilities

Build and nurture long-term relationships with retirement plan clients, serving as a trusted advisor.
Develop and deliver engaging presentations on plan metrics, plan design, and investments.
Lead client meetings and guide organizations through important retirement plan decisions.
Oversee the ongoing investment and administration of client accounts, ensuring accuracy and compliance.
Manage day-to-day plan administration and client support, both on the NestEgg recordkeeping platform and with outside providers.
Collaborate with team members to implement department initiatives and support business growth.
Participate in sales efforts, including presentations, RFP responses, and referral generation.
Represent INTRUST Bank at client and community events, strengthening our presence and building meaningful connections.
Proactively identify opportunities for new business and contribute to the development of innovative retirement solutions.

Benefits

Competitive pay
Generous time off
Employees receive three weeks of paid vacation plus 11 paid holidays each year.
Paid time off to volunteer in the community.
Paid employee and family sick leave.
Paid parental leave.
401(k) plan with 6% employer match and 100% immediately vested.
3% non-elective company contribution; non-elective contribution vested after 3 years of service.
Career growth and development resources
Tuition reimbursement for full-time and part-time employees enrolled in any degree program.
Banking benefits
Medical, dental, and vision insurance