Wealth Strategist

Financial Planning Advisor

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

Excellent client communication skills, both written and oral are a must

Required Licenses and / or Certifications : Prefer one or more of the following professional designations : CFP, CPWA, CTFA, CPA, CFA

Physical Demands : Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking

The physical demands necessary for this role should be performed with or without a reasonable accommodation

Responsibilities

Job Summary : 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 clients financial goals, developing a comprehensive wealth plan to achieve these goals, and implementing the strategies identified through the planning process

Must follow and comply with Wealth Managements investment philosophy

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 INTRUSTs Character Qualities

Essential Functions : All expectations described in the job descriptions essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation

Responsible for delivering customized wealth plans, which include proactive, high impact, planning solutions based upon each clients 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

Participate in new business opportunities and prospect calls with Client Advisors and collaborates with the advisory team in support of the client

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 clients insurance needs

Complete all required regulatory investment reviews on assigned accounts

Occasional lifting up to 25 lbs