Private Wealth Advisor II

About the role

Old National Bank is seeking a Private Wealth Advisor responsible for relationship development and providing financial and investment guidance to existing and prospective Wealth clients. Wealth Advisors work as part of a team of specialists within the Wealth Group, engaging other specialists including Private Bankers, Trust Officers, Fixed Income Team, RPS Administrators, and Philanthropy Officers as appropriate.

Key accountabilities

• Manage a portfolio of client relationships, including regular client meetings to review and update goals, financial information, and investments
• Assess client's risk tolerance and return goals and construct an investment portfolio designed to meet these goals
• Construct, rebalance, and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions
• Provide advice to clients through financial planning; complete basic plans and work with the dedicated financial planning team to deliver and implement comprehensive strategies
• Proficiency with introductions to in-house insurance experts and other financial resources
• Prospect and develop new wealth business from internal referrals; foster productive relationships with business partners in Consumer and Commercial
• Work closely with Private Bankers to develop and expand wallet share with existing wealth relationships
• Develop external center of influence opportunities outside of the bank
• Maintain in-depth knowledge of economic and financial conditions to advise clients throughout the business cycle
• Consistently research and develop subject matter expertise to consult clients appropriately
• Maintain knowledge of current developments and trends in all relevant technical/professional knowledge areas
• Understand the industry and factors that affect company performance; use industry knowledge in planning and decision-making

Key competencies

• Client Leadership: Puts the client at the forefront; continually seeks first-hand client information and perspective; makes and maintains long-term relationships with clients
• Planning and Organization: Determines course of action, sets and manages priorities, and ensures optimal resources to achieve individual and team objectives
• Technical Knowledge: Processes required technical knowledge to perform effectively; continuous learning to adopt new trends or expertise
• Collaboration: Actively seeks, develops, and maintains trusted relationships with others to achieve business goals and objectives
• Communication: Effectively shares information and ideas; displays self-awareness and self-management; tailors delivery to the audience and selects suitable delivery methods

Qualifications and education requirements

• Bachelor's Degree in Finance, Business, or related field
• 3 years of retail or institutional wealth/investment experience required
• Must possess strong relationship building skills including verbal and written communication skills
• Working knowledge of investment markets, products, and services and the ability to implement investment strategies to meet client needs and goals
• Must possess excellent sales and closing skills
• Series 6 or 7 licenses to sell brokerage products
• State Life and Health Insurance Licenses
• CFP, MBA, or Professional designation(s) preferred
• Ability to build and develop a robust sales pipeline

Pay

$60,000 - $121,300 per year plus bonus.

Benefits

• Medical, dental, and vision insurance
• 401K
• Continuing education opportunities
• Employee assistance program
• Impact Network Groups led by team members passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization