INTRUST Bank Intern - Wealth & Retirement (Summer 2021) in Wichita, Kansas
At INTRUST Bank, relationships are at the core of all we do. Which is why we focus on fostering positive relationships not just with our customers, but also with each other. INTRUST Bank recognizes and celebrates employees for their individual character, value and potential, with a focus on developing the unique talents each team member brings to the table. It’s something we’ve learned firsthand over the decades; focus on people, and the rest will fall into place to create an environment built on respect, understanding and most of all – trust.
Job Summary: Assists advisory, investment strategy, and retirement teams with financial planning solutions and investment research. 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 he or she does 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.
Assist advisors and investment team in building goals-based proposals and financial plans using tools such as MoneyGuidePro and eMoney.
Use applications such as Excel, Tableau, Zephyr, Morningstar, and Bloomberg to develop reports on model portfolios, approved investment managers, and market analysis.
Assist investment team in preparing materials for market outlook presentations and content for client distribution.
Gain exposure to our tax-smart investing software and reporting features.
Support client service team in building client deliverables.
Work on a capstone project and present to Wealth & Retirement’s leadership team at the conclusion of the internship.
Education and Experience: Pursuing a college degree or MBA, preferably with a finance and/or financial planning major/concentration.
Required Skills and Knowledge: Strong analytical skills, fundamental understanding of goals-based investing and financial planning, proficient in use of analytical applications (e.g. Excel, financial planning software), and excellent written and oral communication skills.
Required Licenses and/or Certifications: None. Internship ideal for students looking to pursue Chartered Financial Analyst (CFA) or CERTIFIED FINANCIAL PLANNER™ (CFP) certification post-graduation.
Physical Demands: Long periods of time will be spent viewing personal computer, sitting, standing and walking. Occasional lifting up to 25 lbs.
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.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)