Retirement Advisor

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 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. 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.

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.

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.

Education and Experience : 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.

Required Skills and Knowledge : 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

Required Licenses and / or Certifications : Any industry designations specific to the IWM business would be a plus.

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. Travel required.

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.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights () notice from the Department of Labor.