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Intrust Bank* Retirement Advisor NestEgg U in Wichita, Kansas

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13150945

At INTRUST Bank, 10 character qualities are at the foundation of all we do.They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day.

Your career is important to you, which makes it important to us. At INTRUST youll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If youd like to find a place of work where youre appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role.

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 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.

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

Working Conditions:Normal office conditions. Travel required.

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