Emprise Bank · 1 day ago
Wealth Advisor
Wichita, KS
Full-time
Hybrid
Entry, Mid Level
2+ years expEmprise Bank is focused on empowering people to thrive and providing an extraordinary customer experience. The Wealth Advisor is responsible for account management, business development, investment management, and consultative selling to help clients achieve their financial goals.
BankingFinanceFinancial Services
No H1B
Responsibilities
Maintain ongoing business relationships with an emphasis on high standards of personal service
Review and interpret legal documents for administrative purposes
Communicate with outside professionals and oversee filing of necessary court documents
Introduce administrative matters to trust committee
Document external assets and monitor investments for compliance
Ensure that taxes are filed and expenses are paid on a timely basis
Provide administration of Trust/Estate settlement
Approve beneficiary distributions
Conform with applicable state statutes and Uniform Trust Code
Develop new business and cross-selling opportunities of all bank products and services with both new and existing clients to expand fee income
Develop and maintain referral networks with outside professionals
Establish and maintain client relationships
Evaluate and respond to client needs
Work with clients and team to develop an investment objective and strategy
Apply fiduciary knowledge and judgment to fiduciary relationships
Understand and comply with internal policies, processes, and procedures to effect prudent risk management and judgment
Be knowledgeable of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles
Qualify potential customers, build rapport, and establish trust with client
Apply product and market knowledge by effectively presenting solutions to meet customer objectives
Manage and document sales process
Provide advice on a broad range of financial planning areas, including but not limited to, retirement planning, educational funding, estate planning, and tax strategies
Other duties as assigned within the scope and responsibility of the job
Qualification
Required
A demonstrated ability and drive to build networks inside and outside the workplace
Strong communication skills
The ability to work collaboratively with others to meet shared objectives
An understanding of and commitment to our values
Attitude and aptitude to engage in continuous development
College degree or level of education that, together with industry experience, enables the applicant to meet the job requirements
Professional Designation is required and may include, but not limited to: CTFA, CFP, JD, CPA, and/or Graduate of National Trust School Program
Proficiency with large server-based applications and typical desktop software
Preferred
Two years of Trust Administration experience
Legal, accounting, or financial planning experience
Benefits
Professional growth
A rewarding and challenging environment
Opportunities to be involved in our communities
A culture of integrity, passion, and success
Shift differential pay for bilingual candidates
Company
Emprise Bank
Emprise Bank is a commercial bank that provides financial services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Chad McDaniel
Senior Vice President - Chief Credit Officer
Shelby Chapman
SVP - Emprise Embedded Partner Delivery Leader
Recent News
Business Journals
2024-04-29
2024-04-14
2024-04-12
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