About this role
Provide expert advice in specialty areas for high-net-worth clients, including financial planning, portfolio management, insurance, tax, business succession, estate planning, and philanthropic solutions. Responsible for assessing the client’s financial goals, developing a comprehensive wealth plan to achieve these goals, and implementing the strategies identified through the planning process. Must follow and comply with Wealth Management’s investment philosophy. 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.