Senior Wealth Strategist

3 days ago

Wichita, Kansas, United States INTRUST Bank Full time
Job Summary

As a Senior Wealth Strategist at INTRUST Bank, you will provide expert advice to high net worth clients in areas such as financial planning, portfolio management, insurance, tax, business succession, estate planning, and philanthropic solutions. Your primary responsibility will be to assess clients' financial goals, develop comprehensive wealth plans, and implement strategies to achieve these goals.

Key Responsibilities
  • Deliver customized wealth plans that incorporate proactive, high-impact planning solutions tailored to each client's unique circumstances.
  • Participate in new business opportunities and prospect calls with Client Advisors, collaborating with the advisory team to support clients.
  • Manage the investment process, including risk assessment, asset allocation, asset location, and portfolio structure, as well as daily cash flows into and out of client accounts.
  • Coordinate with insurance partners to fulfill clients' insurance needs.
  • Complete required regulatory investment reviews on assigned accounts and serve as an active member of the Investment Strategy Committee.
Requirements

To be successful in this role, you will need a college degree and at least 15+ years of experience in financial planning and/or investment management, with direct contact with high net worth clients. Business development experience is also required.

Preferred Qualifications

One or more of the following professional designations are preferred: CFP, CPWA, CTFA, CPA, CFA.

Work Environment

This role requires extended periods of time spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. may be necessary.

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