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INTRUST Bank Retirement Advisor – NestEgg U in Wichita, Kansas

Description

At INTRUST Bank, principles and performance go hand in hand. We hire for character and commitment because we believe a focus on values contributes to a healthy and positive culture where employees are celebrated for their individual potential, unique talents are further developed, and positive relationships are fostered. This philosophy has guided us for more than 140 years, and the tradition continues today.

Job Summary: Provide expert advice in specialty areas for Retirement participants, including Advise U and other financial planning curriculum as part of NestEgg U. The Advisor will have direct responsibility for the implementation of the NestEgg U employee communication plan for a designated group of clients. This shall include scheduling, preparation and conducting group meetings and Advise U meetings as required. In addition, will provide customized education services to larger clients and will assist in design and implementation of future web and seminar initiatives. 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:

  • Possess advanced understanding of a wide range of subject matters including but not limited to investments, asset allocation, financial planning, budgeting and retirement plans

  • Develop and deliver personalized Advise U Financial Plans to identified participants

  • Consult and manage Advise U clients and individual participant relationships on at least an annual basis

  • Ability to deliver first class group meetings around any number of retirement plan topics

  • Ability to discuss investment principles and appropriate age-based asset allocation

  • Work closely with IFS and Wealth Advisors on rollover opportunities

  • Build outstanding client relationships by providing a high-quality client experience in all interactions

  • Schedule, prepare, hold and execute on NestEgg U services for new plans to INTRUST including blackout notice, fund mapping, transition timeline etc.

  • Special communication for plan design changes (Roth, automatic enrollment, suspension of match)

    Education and Experience: College degree required with at least 3 - 5 year of previous financial planning and/or investment management experience including direct contact with retirement plan clients and/or individual participants.

Required Skills and Knowledge: Client Centered Focus. Self-motivated and a team player. Knowledge and understanding of retirement plans. Experience with individual financial planning and retirement income strategies a plus. Ability to use good judgment and problem-solving skills required. Ability to develop and maintain relationships. Must be detail oriented and able to provide a high degree of customer service. Excellent client consultative and communication skills, both written and oral are a must. Strong sales orientation and a passion for putting clients first

Required Licenses and/or Certifications: Prefer one or more of the following professional designations: CFP®, CRPS, AIF, CPFA.

Physical Demands: Extended period(s) of time viewing personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. Considerable amount of travel in car to client meetings.

Working Conditions: Normal office conditions. Travel required.

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)

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