Wealth Strategist

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 client's 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 Management's 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 INTRUST’s Character Qualities.

Essential Functions

• Deliver 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 collaborate 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.
• Cook with the 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.

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, JD.

Physical Demands

• Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking.
• Occasional lifting up to 25 lbs.

Working Conditions

• Normal office conditions.
• Same day out of city travel is relatively frequent, with quarterly travel out of state for client meetings.