Intrust Bank - Derby, KS
posted 4 days ago
About the position
At INTRUST Bank, we prioritize character qualities such as respect, positivity, compassion, humility, and initiative in all our interactions. These qualities guide our relationships with customers and each other, shape our community involvement, and inform our company goals. We offer a welcoming atmosphere where your career is valued, and you can see a path for growth. We encourage you to apply for this role if you seek a workplace where you feel appreciated and can achieve a balance in your life. As a Financial Advisor, you will provide full-time sales and service of investment and insurance products through our third-party broker-dealer. You will promote teamwork within the department and across the bank, representing INTRUST Bank in the community while focusing on developing new business relationships. Maintaining confidentiality and supporting INTRUST's Character Qualities is essential in this role.
Responsibilities
- Provide financial advisory and consulting services.
- Consult with customers and prospects to determine investment needs.
- Serve under established best interest and fiduciary standards to build and manage clients' investments and serve ongoing financial needs.
- Promote/lead with financial planning as primary servicing objective.
- Discuss investment product solutions with customers based upon best interest standard.
- Contact existing clients for periodic reviews, offer updated solutions, and solicit additional business.
- Initiate and maintain relationships with Banking Center staff to solicit and encourage referrals.
- Accountable for financial planning and advisory services including relationships, revenue, and communications.
Requirements
- Bachelor's degree required.
- Minimum 2 years prior experience working with consumers in financial services business preferred.
- Must be conversant in financial products and service terminology.
- Familiarity with INTRUST Bank's products and services desired.
- Must have excellent communication skills.
- FINRA Series 7 and 66 (or 63 & 65); appropriate state life & variable annuity insurance licensing required.
Nice-to-haves
- Professional designations (e.g. CFP) desired.
Benefits
- Competitive pay
- Generous time off
- 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
- 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
