at Intrust Bank* in Wichita, Kansas, United States
Job Description
Qualifications
- 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
- The physical demands necessary for this role should be performed with or without a reasonable accommodation
Responsibilities
- 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
- Occasional lifting up to 25 lbs
