Wealth Advisor: Trust & Investment Strategist

Emprise Bank; Wichita (KS); On-site; USD 60,000 - 100,000; Full time

Job summary

Emprise Bank is seeking a Wealth Advisor to manage accounts, grow business, and oversee investment strategies. You will collaborate with clients to meet financial goals, while upholding fiduciary duties and regulatory requirements.

The role emphasizes relationship-building, cross-selling bank products, and delivering financial planning guidance across retirement, education funding, and tax strategies.

Qualifications

• College degree or higher with industry experience.
• Professional designations such as CTFA, CFP, JD, CPA preferred.
• Experience in trust administration or financial planning is preferred.
• Strong networking and client relationship skills.
• Ability to interpret legal documents and fiduciary duties.

Responsibilities

• Maintain and expand client relationships with high service standards.
• Develop new business and cross-sell bank products and services.
• Manage investments and establish client objectives and strategies.
• Provide financial planning advice across retirement, education, and tax topics.

Skills

Networking

Communication

Collaboration

Values-driven

Continuous development

Education

College degree

Professional designation (CTFA/CFP/JD/CPA)

Job description

Emprise Bank is seeking a Wealth Advisor to manage accounts, grow business, and oversee investment strategies. You will collaborate with clients to meet financial goals, while upholding fiduciary duties and regulatory requirements.

The role emphasizes relationship-building, cross-selling bank products, and delivering financial planning guidance across retirement, education funding, and tax strategies.