Retirement Advisor

As a Retirement Advisor at INTRUST Bank, you will help organizations and their employees secure their financial futures by managing institutional accounts, providing expert guidance on investment management and ERISA activities, and ensuring high-quality service for all client needs.

Requirements

• Build and nurture long-term relationships with retirement plan clients
• Develop and deliver engaging presentations on plan metrics, plan design, and investments
• Lead client meetings and guide organizations through important retirement plan decisions
• Oversee the ongoing investment and administration of client accounts, ensuring accuracy and compliance
• Manage day-to-day plan administration and client support
• Collaborate with team members to implement department initiatives and support business growth
• Participate in sales efforts, including presentations, RFP responses, and referral generation
• Represent INTRUST Bank at client and community events
• Proactively identify opportunities for new business and contribute to the development of innovative retirement solutions

Benefits

• Generous time off
• Paid employee and family sick leave
• 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
• Tuition reimbursement for full-time and part-time employees
• Medical, dental, and vision insurance