Retirement Advisor – NestEgg U

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.

• 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: Provide expert advice in specialty areas for Retirement participants, including Advise U and other financial planning curriculum as part of NestEgg U.  The Advisor will have direct responsibility for the implementation of the NestEgg U employee communication plan for a designated group of clients.  This shall include scheduling, preparation and conducting group meetings and Advise U meetings as required. In addition, will provide customized education services to larger clients and will assist in design and implementation of future web and seminar initiatives.  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. 

• Possess advanced understanding of a wide range of subject matters including but not limited to investments, asset allocation, financial planning, budgeting and retirement plans

• Develop and deliver personalized Advise U Financial Plans to identified participants

• Consult and manage Advise U clients and individual participant relationships on at least an annual basis

• Ability to deliver first class group meetings around any number of retirement plan topics

• Ability to discuss investment principles and appropriate age-based asset allocation 

• Work closely with IFS and Wealth Advisors on rollover opportunities 

• Build outstanding client relationships by providing a high-quality client experience in all interactions

• Schedule, prepare, hold and execute on NestEgg U services for new plans to INTRUST including blackout notice, fund mapping, transition timeline etc. 

• Special communication for plan design changes (Roth, automatic enrollment, suspension of match)

Education and Experience: College degree required with at least 3 - 5 year of previous financial planning and/or investment management experience including direct contact with retirement plan clients and/or individual participants.

Required Skills and Knowledge: Client Centered Focus.  Self-motivated and a team player. Knowledge and understanding of retirement plans. Experience with individual financial planning and retirement income strategies a plus.  Ability to use good judgment and problem-solving skills required. Ability to develop and maintain relationships. Must be detail oriented and able to provide a high degree of customer service. Excellent client consultative and communication skills, both written and oral are a must.  Strong sales orientation and a passion for putting clients first

Required Licenses and/or Certifications: Prefer one or more of the following professional designations: CFP®, CRPS, AIF, CPFA.

Physical Demands: Extended period(s) of time viewing personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. Considerable amount of travel in car to client meetings. 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 individual’s protected category constitutes a bona fide occupational qualification.