INTRUST Bank · 2 months ago
Wealth Strategist
Wichita, KS
Full-time
Onsite
Senior Level
5+ years expINTRUST Bank is dedicated to fostering a supportive and encouraging work environment, emphasizing character qualities such as respect and compassion. The Wealth Strategist role involves providing expert financial advice to high-net-worth clients, developing comprehensive wealth plans, and managing investment strategies while promoting teamwork and confidentiality.
Financial Services
Responsibilities
Responsible for delivering customized wealth plans, which include proactive, high impact, planning solutions based upon each client’s 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 client’s insurance needs
Complete all required regulatory investment reviews on assigned accounts
Proficient at new business generation. To include referral generation from internal/external CIOs and existing clients. Also meaningful activities that result in new self-sourced clients
Qualification
Required
College degree required
At least 5 years previous financial planning and/or investment management experience with direct contact with high-net-worth clients
Deep understanding of complex investments, insurance, tax, trust, and estate planning
Excellent client communication skills, both written and oral are a must
Preferred
One or more of the following professional designations: CFP®, CPWA, CTFA, CPA, CFA, JD
Benefits
Competitive pay
Generous time off
Employees receive three weeks of paid vacation plus 11 paid holidays each year.
Paid time off to volunteer in the community.
Paid employee and family sick leave.
Paid parental leave.
401(k) plan with 6% employer match and 100% immediately vested.
3% non-elective company contribution; non-elective contribution vested after 3 years of service.
Career growth and development resources
Tuition reimbursement for full-time and part-time employees enrolled in any degree program.
Banking benefits
Medical, dental, and vision insurance
Company
INTRUST Bank
INTRUST Bank is the biggest independent bank in the state of Kansas that provides personal and business products and services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Kim Klocek
Chief Financial Officer
Brenda Hinckley
Human Resources Business Partner
Recent News
Wichita Business Journal
2025-03-15
Wichita Business Journal
2025-03-06
The Journal Record
2024-12-03
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