Trust Advisor jobs in Wichita, KS

ROLE
This position is responsible for providing personalized and competent financial advice to businesses and individuals regarding investments and financial planning. In addition, it is necessary to market and sell PBT products and services to develop business.

ESSENTIAL FUNCTIONS
•Regularly meet with clients to establish their financial needs, future goals, and obtain financial information
•Provide advice and guidance to clients on investment and related planning strategies
•Responsible for maintaining and building strong relationships
•Ability to effectively plan and organize work independently
•Maintain current knowledge of branch operations
•Ability to communicate effectively and clearly to clients and individuals in a direct and clear manner
•Remain current on industry trends and maintain all required certifications

Various other responsibilities as assigned by supervisor

QUALIFICATIONS
EDUCATION: Bachelor’s degree in relevant field required
CFP or MBA preferred
CERTIFICATION(S): Kansas State Life Health, & Accident Insurance
Securities SIE, Securities Series 6 or 7, Securities Series 65 or 66
REQUIRED KNOWLEDGE: Complete understanding of PBT’s compliance, internal audit and internal control policies, products, and requirements. Established practice and experience managing client portfolios and driving growth. Cultivating client relationships

EXPERIENCE REQUIRED: 1-3 years banking experience required
SKILLS/ABILITIES: Attention to detail, strong written and verbal communication skills, self-motivation, self-management, ability to consistently follow through on tasks, problem-solving, organized, analytical, interpersonal, time management, computer literacy and strong ability to multi-task, good independent judgment, and high degree of integrity

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
TALKING: Ability to speak effectively and communicate clearly
AVERAGE HEARING: Ability to hear average conversations at a standard level in an office environment around other customers and bank personnel
REPETITIVE MOTION: The employee is regularly required to type throughout the day
FINGER DEXTERITY: The employee is regularly required to use hands to type and maneuver a mouse
AVERAGE VISION: Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and ability to adjust focus with 20/20 vision (with or without the assistance of eye glasses/contacts)
PHYSICAL STRENGTH: The employee must occasionally lift and/or move up to 25 pounds (unassisted) as well as stand, sit, bend, kneel, squat, and walk for long periods of time

WORKING CONDITIONS
General professional office environment with climate control. Vibration and loud surroundings. Adequate lighting. Occasional travel to other bank branches. Occasional meetings with clients or bank personnel outside of normal business hours.

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization.
MATHEMATICS ABILITY: Strong numeric capabilities; Ability to add, subtract, multiply, and divide in all units of measure using whole numbers and common fractions.
LANGUAGE ABILITY: Ability to read, analyze, and interpret documents. Ability to communicate clearly.

INTENT AND FUNCTION OF JOB DESCRIPTIONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to
reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.