Retirement Advisor

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.

A modern benefits approach: 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.
  • 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.

As a Retirement Advisor, you’ll play a key role in helping organizations and their employees secure their financial futures. You’ll manage a diverse portfolio of institutional accounts, provide expert guidance on investment management and ERISA activities, and ensure high-quality service for all client needs. We value innovation, teamwork, and a commitment to exceptional client service. 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.

• Build and nurture long-term relationships with retirement plan clients, serving as a trusted advisor.
• 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, both on the Nest Egg recordkeeping platform and with outside providers.
• 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, strengthening our presence and building meaningful connections.
• Proactively identify opportunities for new business and contribute to the development of innovative retirement solutions.

Bachelor’s degree required, with 3-5 years Retirement Plan/Retirement Management experience preferred. Direct experience with retirement plan administration, investments, and employee education is desired.

Strong understanding of retirement plan regulations, industry trends, and best practices. Excellent judgment, problem-solving, and organizational skills. High attention to detail and a passion for delivering outstanding client service. Exceptional communication skills, both written and verbal, with the ability to explain complex topics clearly. Ability to work independently and as part of a collaborative team.

Industry designations (QKA, QPA, AIF, CFP, CRPS, CPFA) a plus.

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