Trust Advisor

One Main Place Building
Wichita, KS 67202, USA

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.

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.
• Medical, dental, and vision insurance

Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details.

Responsible for the administration and growth of comprehensive, integrated, multigenerational high level complex trust and wealth accounts. Uses advanced skills and knowledge to exercise judgment and perform responsibilities which have a significant and distinct effect on the bank and/or the bank’s resources. Establishes work processes for self and monitors progress to ensure completion of goals and objectives as defined by his or her manager.

This level requires the Trust Advisor to be capable of administering multiple account relationships with revenue exceeding $1.5 Million. 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.

• 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.
• Duties include providing sophisticated estate and investment management services to clients with considerable wealth.
• Maintains expertise in the areas of estate, trust, conservatorship, irrevocable trust, IRA, and investment management accounts.
• Builds long term relationships with high-net-worth clientele and the professional community.
• Develops new business, builds, and retains client base.
• Participates in Wealth Operating Committee and Wealth Account Review Committee.
• Maintains working knowledge of industry regulations, trends, and applicable compliance-related requirements.
• Works effectively with Wealth Trust Manager, Wealth staff, Quality Assurance Group, Consumer Banking, Commercial Lending, and internal Legal Counsel.
• Outside contacts include trust/estate planning attorneys, CPA firms, and assisted-living facilities, among other professionals in the community.

Bachelor’s degree in area of business or related field. Significant preference for a candidate that holds a law degree with emphasis in Estate Planning, Trusts, and Estates law. Minimum 2 to 4 years professional experience in Wealth Management industry, with extensive experience in the areas of estate planning, trust, and investments.

Must have specialized knowledge in the areas of estate…