Retirement Advisor

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 you’ll 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 you’d like to find a place of work where you’re 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.

Benefits Overview

• 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 – two weeks upon hire with monthly accruals.
  • 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

Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details.

Job Summary

Responsible for managing all aspects of a portfolio of institutional accounts inclusive of investment management, ERISA activities, employee education, and participant accounting. Effective relationship management will also include client entertainment and ongoing relationship building. 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

• All expectations described in the job description’s 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 company’s 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

Bachelor’s degree and 2-5 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.

Equal Opportunity Employment

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 individual’s protected category constitutes a bona fide occupational qualification.