Senior Wealth Advisor for High-Net-Worth Clients

INTRUST Bank; Wichita (KS); Híbrido; USD 120 000 - 170 000; Tempo integral

Resumo da oferta

INTRUST Bank in Wichita, KS seeks an experienced Wealth Advisor to deliver customized wealth plans for high-net-worth clients, covering financial planning, portfolio management, insurance, taxes, and estate strategies.

You will assess clients' goals, develop comprehensive plans, and implement recommended strategies while upholding our confidentiality standards and INTRUST's character qualities. Travel for client meetings is frequent; collaboration with advisory teams is essential.

Qualificações

• College degree required with 5+ years in financial planning/investment management for high-net-worth clients.
• Strong knowledge of investments, insurance, tax, trust and estate planning.
• Excellent written and verbal client communication.

Responsabilidades

• Deliver customized wealth plans for high-net-worth clients.
• Incorporate liquidity, investments, taxes, retirement and estate considerations.
• Prospect for new business and collaborate with the advisory team.
• Manage investment process including risk assessment and portfolio structure.
• Coordinate with insurance partners for client needs.
• Complete required regulatory investment reviews.

Conhecimentos

Wealth planning

Portfolio management

Client communication

Relationship development

Formação académica

College degree

Descrição da oferta de emprego

INTRUST Bank in Wichita, KS seeks an experienced Wealth Advisor to deliver customized wealth plans for high-net-worth clients, covering financial planning, portfolio management, insurance, taxes, and estate strategies.

You will assess clients' goals, develop comprehensive plans, and implement recommended strategies while upholding our confidentiality standards and INTRUST's character qualities. Travel for client meetings is frequent; collaboration with advisory teams is essential.