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.
Education and Experience: College degree required with at least 5 years previous financial planning and/or investment management experience with direct contact with high-net-worth clients.
Required Skills and Knowledge: Deep understanding of complex investments, insurance, tax, trust, and estate planning. Excellent client communication skills, both written and oral are a must.
Required Licenses and/or Certifications: Prefer one or more of the following professional designations: CFP®, CPWA, CTFA, CPA, CFA.
Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.
Working Conditions: Normal office conditions.
This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.
INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual’s protected category constitutes a bona fide occupational qualification.
