1834 Wealth Advisor III

High Net Worth Wealth Advisor
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
The Wealth Advisor is responsible for relationship development and coordinating and providing trusted advice, guidance, and expertise to existing and prospective High Net Worth clients. Wealth Advisors work as part of a team of specialists within the Wealth Group and are responsible for engaging other specialists, including Private Bankers, Financial Planners, Trust Officers, Fixed Income Team, RPS Administrators, and Philanthropy Officers, as appropriate.
Manage a portfolio of client relationships including, but not limited to regular client meetings to review and update client goals, financial information, and investments.
Assess client's risk tolerance and return goals and construct an investment portfolio designed to meet these goals.
Provide advice to clients through financial planning by completing a basic plan and working in conjunction with our 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 to and from internal referrals by fostering productive relationships with business partners in Consumer and Commercial, working closely with Private Bankers to develop and expand wallet share with existing wealth relationships, and developing external center of influence opportunities outside of bank.
Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle by consistently researching and developing subject matter expertise to consult clients appropriately, maintaining knowledge of current developments and trends in all relevant technical/professional knowledge area, and understanding the industry and the factors that affect company performance, using industry knowledge in planning and decision-making.
Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
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.
~ CFP, MBA, or Professional designation(s) preferred.
~ Ability to build and develop a robust sales pipeline.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
We are agile. We are Old National Bank.