Strategist (Full-Time

Wealth Strategist

Full-Time

On-site

One Main Place Building Wichita, KS 67202, USA

At INTRUST Bank, People Come First. Guided by strong character qualities—such as respect, compassion, humility, positivity, and initiative—we work to support one another, serve our customers, and strengthen our communities. 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. 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.

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
• 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.
• 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. Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. 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. 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; Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.