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Senior Wealth Strategist

1 month 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 based on each client's unique circumstances.
  • Manage the investment process, including risk assessment, asset allocation, asset location, and portfolio structure.
  • Coordinate with insurance partners to fulfill clients' insurance needs.
  • Complete regulatory investment reviews on assigned accounts.
  • Participate in new business opportunities and prospect calls with Client Advisors.
Requirements
  • College degree required with at least 15+ years of experience in financial planning and/or investment management.
  • Business development experience required.
  • Deep understanding of complex investments, insurance, tax, trust, and estate planning.
  • Superb client communication skills, both written and oral.
Benefits

As a Senior Wealth Strategist at INTRUST Bank, you will enjoy a comprehensive benefits package that prioritizes your total well-being. This includes competitive pay, generous time off, a 401(k) plan with a 6% employer match, career growth and development resources, tuition reimbursement, and banking benefits.

Why Join INTRUST Bank?

At INTRUST Bank, we value our employees and strive to create a welcoming and encouraging atmosphere where your talents can thrive. We offer a modern benefits approach that supports your total well-being and provides opportunities for career growth and development.