Retirement Advisor

Intrust Bank* • Wichita, KS • 2w ago

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13371053

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.

A modern benefits approach:To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being.

Job Summary:Responsible for managing all aspects of a portfolio of institutional accounts inclusive of investment management, ERISA activities, employee education and participant accounting, on both the NestEgg recordkeeping and outside recordkeeping platforms. Effective relationship management will also include client entertainment and ongoing relationship building. Responsible for ensuring the successful implementation of initiatives and projects to support the department and/or business unit. Establishes work processes for team members and ensures a high-level customer service is delivered and promotes and fosters teamwork across all areas of INTRUST. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Maintains 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.

Manage all aspects of retirement plan client relationships.

Develop and present client level presentation materials for plan design and investments

Conduct and lead meetings while working with clients to accomplish goals for companys retirement plan and/or investment account.

Provide oversight to ongoing investment of client monies.

Manage and execute on day-to-day plan administration activities.

Assist and participate in ongoing sales efforts, sales presentations, and RFP materials.

Engage clients in outside entertainment as appropriate.

Education and Experience:Bachelors degree and 3-5 years Retirement Plan/Retirement Management experience required. Direct experience with participant accounting, investments, employee education and retirement plan administration is desired.

Required Skills and Knowledge:Knowledge and understanding of industry regulations and trends necessary. Ability to use good judgment and problem-solving skills required. Must be detail oriented and able to provide a high degree of customer service. Excellent client communication skills, both written and oral are a must.

Required Licenses and/or Certifications:Any industry designations specific to the IWM business would be a plus.

Physical Demands:Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.

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 individuals protected category constitutes a bona fide occupational qualification.**

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