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INTRUST Bank

Senior Retirement Advisor: Strategy, Compliance & Growth

INTRUST Bank, Tulsa, Oklahoma, United States, 74145

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A financial institution in Tulsa is seeking a Senior Retirement Advisor to empower organizations in achieving financial security. This role involves managing complex client portfolios, providing investment guidance, and delivering exceptional client services. Responsibilities include conducting client meetings, overseeing plan administration, and identifying business opportunities. The ideal candidate will have a Bachelor's degree and over five years of experience in Retirement Management. This position offers competitive pay and a comprehensive benefits package. #J-18808-Ljbffr