Wealth Strategist
About The Position
Provide expert advice to high-net-worth clients in specialty areas including financial planning, portfolio management, insurance, tax, business succession, estate planning, and philanthropic solutions. Assess each client’s financial goals, develop a comprehensive wealth plan, and implement strategies identified through the planning process while complying with Wealth Management’s investment philosophy. Promote teamwork within the department and across the bank, represent INTRUST Bank in the community, and focus on developing new business relationships. Maintain strict confidentiality and perform duties in a manner consistent with INTRUST’s Character Qualities.
Requirements
- College degree required.
- At least 5 years of 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 written and oral client communication skills.
Nice To Haves
- One or more of the following professional designations preferred: CFP®, CPWA, CTFA, CPA, CFA, or JD.
Responsibilities
- Deliver customized wealth plans with proactive, high-impact planning solutions based on each client’s circumstances.
- Analyze client needs across areas such as liquidity, credit, investments, insurance, taxes, retirement plans, philanthropic goals, and executive compensation, as appropriate.
- Participate in new business opportunities and prospect calls with Client Advisors, and collaborate with the advisory team in support of clients.
- Apply advanced knowledge of investments, banking products, insurance, tax, trust structures, stock options, and cash-flow modeling.
- Manage the investment process, including risk assessment, asset allocation, asset location, portfolio structure, and daily account cash flows.
- Coordinate with the insurance partner to fulfill clients’ insurance needs.
- Complete required regulatory investment reviews on assigned accounts.
- Generate new business through referrals from internal and external CIOs and existing clients, as well as meaningful activities that result in self-sourced clients.
- Comply with Wealth Management’s investment philosophy and maintain strict confidentiality.
- Promote teamwork, represent INTRUST Bank in the community, and develop new business relationships.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
