Location: Wichita,KS, USA
This job was posted by : For more information, please see: {#description automation= descriptions-title bind= text: $.t('Opportunity.OpportunityDetail.Description') }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 youll 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 youd like to find a place of work where youre 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 payGenerous time offEmployees 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 resourcesTuition reimbursement for full-time and part-time employees enrolled in any degree program.Banking benefitsMedical, dental, and vision insuranceBenefits 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 clients 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 Managements 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 INTRUSTs Character Qualities.Essential Functions:All expectations described in the job descriptions essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.{=html} - Responsible for delivering customized wealth plans, which include proactive, high impact, planning solutions based upon each clients 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 businessopportunities 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 clients insurance needs - Complete all required regulatory investment reviews on assigned accounts. - Serves as an active member of the Investment Strategy Committee.Education and Experience: College degree required with at least 15+ years previous financial planning and/or investment management experience with direct contact with high net worth clients. Business development experience required.Required Skills and Knowledge: Deep understanding ofcomplex investments, insurance, tax, trust, and estate planning. Superb client communication skills, both written and oral are a must. Knowledge of federal/state affirmative action and equal employment laws/regulations.Required Licenses and/or Certifications: Prefer one or more of the following professional designations: CFP, CPWA, CTFA, CPA, CFAPhysical Demands: Extended period(s) of time may be spent viewi