Financial Advisor I

at Intrust Bank* in Wichita, Kansas, United States

Job Description

Job Summary: Provide full-time sales and service of investment and insurance products offered by INTRUST Financial Services through third party broker-dealer. Financial Advisor may also provide additional related services as requested. 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. 

• Provide financial advisory and consulting services.

  • Consult with customers and prospects to determine investment needs.
  • Serve under established best interest and fiduciary standards to build and manage clients’ investments and serve ongoing financial needs.
  • Promote/lead with financial planning as primary servicing objective.
  • Discuss investment product solutions (e.g. mutual funds, annuities, other insurance products, and fixed income products) with customers based upon best interest standard. 

• Contact existing clients for periodic reviews, offer updated solutions, and solicit additional business.

• Initiate and maintain relationships with Banking Center staff to solicit and encourage referrals.

• Referrals to Consumer Banking and other business lines.

• Accountable for financial planning and advisory services including relationships, revenue, and communications.

Education and Experience: Bachelor’s degree required. Minimum 2 years prior experience working with consumers in financial services business preferred. 

Required Skills and Knowledge: Must be conversant in financial products and service terminology.  Familiarity with INTRUST Bank’s products and services desired. Must have excellent communication skills.

Required Licenses and/or Certifications: FINRA Series 7 and 66 (or 63 & 65); appropriate state life & variable annuity insurance licensing required.  Professional designations (e.g. CFP) desired.

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. 

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Job Posting: 12917280

Posted On: Jun 03, 2024

Updated On: Jul 15, 2024

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