Wealth Strategist

Wealth Strategist

At INTRUST Bank, People Come First. Guided by strong character qualitiessuch as respect, compassion, humility, positivity, and initiativewe work to support one another, serve our customers, and strengthen our communities. Here, your career matters. You'll find an environment where you're encouraged to grow, empowered to lead at any level, and supported as you build a meaningful career with a trusted organization.

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.

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, JD.

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. Same day out of city travel is relatively frequent, with quarterly travel out of state for client meetings.

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.