Wealth Strategist

INTRUST Bank Careers•Wichita, KS

10d

About The Position

At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day. Your career is important to you, which makes it important to us. At INTRUST you’ll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If you’d like to find a place of work where you’re appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role. A modern benefits approach: To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being. 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 Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details. Job Summary: Provide expert advice in specialty areas for high-net-worth clients, including financial planning, portfolio management, insurance, tax, business succession, estate planning, and philanthropic solutions. Responsible for assessing the client’s financial goals, developing a comprehensive wealth plan to achieve these goals, and implementing the strategies identified through the planning process. Must follow and comply with Wealth Management’s investment philosophy. 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. Essential Functions: All expectations described in the job description’s essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation. Responsible for delivering customized wealth plans, which include proactive, high impact, planning solutions based upon each client’s facts and circumstances. Incorporate a wide range of topics in analyses, such as liquidity, credit, investments, insurance, taxes, retirement plans, philanthropic goals, and executive compensation arrangements, as appropriate Participate in new business opportunities and prospect calls with Client Advisors and collaborates with the advisory team in support of the client. Possess advanced understanding of a wide range of subject matters including investments, banking products, insurance, tax, trust structures, stock options, and cash flow modeling. Manage the investment process including risk assessment, asset allocation, asset location, and portfolio structure; manage the daily cash flows into and out of the account. Coordinate with insurance partner for the fulfillment of the client’s insurance needs. Complete all required regulatory investment reviews on assigned accounts. Proficient at new business generation. To include referral generation from internal/external CIOs and existing clients. Also meaningful activities that result in new self-sourced clients.

Requirements

College degree required with at least 5 years previous financial planning and/or investment management experience with direct contact with high-net-worth clients.
Deep understanding of complex investments, insurance, tax, trust, and estate planning.
Excellent client communication skills, both written and oral are a must.

Nice To Haves

Prefer one or more of the following professional designations: CFP®, CPWA, CTFA, CPA, CFA, JD.

Responsibilities

Responsible for delivering customized wealth plans, which include proactive, high impact, planning solutions based upon each client’s facts and circumstances.
Incorporate a wide range of topics in analyses, such as liquidity, credit, investments, insurance, taxes, retirement plans, philanthropic goals, and executive compensation arrangements, as appropriate
Participate in new business opportunities and prospect calls with Client Advisors and collaborates with the advisory team in support of the client.
Possess advanced understanding of a wide range of subject matters including investments, banking products, insurance, tax, trust structures, stock options, and cash flow modeling.
Manage the investment process including risk assessment, asset allocation, asset location, and portfolio structure; manage the daily cash flows into and out of the account.
Coordinate with insurance partner for the fulfillment of the client’s insurance needs.
Complete all required regulatory investment reviews on assigned accounts.
Proficient at new business generation. To include referral generation from internal/external CIOs and existing clients. Also meaningful activities that result in new self-sourced clients.

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