Senior Retirement Advisor
INTRUST BankTulsa, Oklahoma, United States
Posted December 4, 2025
Full Time
About the Company
At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative.
Job Description
At INTRUST Bank, you'll join a team where innovation, collaboration, and a passion for client success are at the heart of everything we do. As a Senior Retirement Advisor, you play a critical role in empowering organizations and their employees to achieve financial security.
Requirements
- Manage a large and complex book of client relationships
- Conduct and lead client meetings
- Oversee investment management and plan administration
- Deliver advanced presentations on plan metrics, design, and investments
- Support and participate in sales efforts
- Engage in client relationship-building activities
- Represent INTRUST Bank at client and community events
- Identify and pursue new business opportunities
Benefits
- Generous time off
- Paid parental leave
- 401(k) plan with 6% employer match
- Tuition reimbursement for full-time and part-time employees
- Medical, dental, and vision insurance