Private Wealth Advisor II

2 days ago


Madison, Wisconsin, United States Old National Bank Full time
Private Wealth Advisor II

Old National Bank is seeking a Private Wealth Advisor II to join our team. As a Private Wealth Advisor II, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing financial planning and investment advice, and identifying opportunities to grow our wealth management business.

Key Responsibilities
  • Manage a portfolio of client relationships, including regular meetings to review and update client goals, financial information, and investments.
  • Assess client risk tolerance and return goals, and construct an investment portfolio designed to meet these goals.
  • Provide financial planning and investment advice to clients, including completing basic plans and working with our dedicated financial planning team to deliver and implement comprehensive strategies.
  • Prospect and develop new wealth business through internal referrals and external center of influence opportunities.
  • Maintain an in-depth knowledge of economic and financial conditions to advise clients throughout the business cycle.
Requirements
  • Bachelor's degree in finance, business, or related field.
  • 3 years of retail or institutional wealth/investment experience required.
  • 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.
  • Series 6 or 7 licenses to sell brokerage products.
  • State Life and Health Insurance Licenses.
  • CFP, MBA, or professional designation(s) preferred.
About Old National Bank

Old National Bank has been serving clients and communities since 1834. 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.

We are proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures, and thinking styles.



  • Madison, Wisconsin, United States Old National Bank Full time

    Private Wealth Advisor IIOld National Bank is seeking a Private Wealth Advisor II to join our team. As a trusted partner, we help our clients achieve their goals and dreams. Our team members are our greatest asset, and we invest in their growth and development.The successful candidate will be responsible for relationship development and providing financial...


  • Madison, Wisconsin, United States Old National Bank Full time

    Job SummaryWe are seeking a highly skilled Private Wealth Advisor to join our team at Old National Bank. As a key member of our Wealth Group, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing personalized financial guidance and investment expertise to help them achieve their financial...


  • Madison, Wisconsin, United States Old National Bank Full time

    Job SummaryWe are seeking a highly skilled Private Wealth Advisor to join our team at Old National Bank. As a key member of our Wealth Group, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing personalized financial guidance and investment expertise to help them achieve their financial...


  • Madison, Wisconsin, United States Old National Bank Full time

    Job SummaryWe are seeking a highly skilled Private Wealth Advisor to join our team at Old National Bank. As a key member of our Wealth Group, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing personalized financial guidance and investment expertise to help them achieve their financial...


  • Madison, Wisconsin, United States Old National Bank Full time

    Position OverviewOld National Bank has been a cornerstone in financial services since 1834. With a robust asset base of $48 billion, we are a significant regional entity dedicated to the communities we serve. Our mission is to empower clients in achieving their financial aspirations while upholding our commitment to social responsibility through community...


  • Madison, Wisconsin, United States Old National Bank Full time

    Position OverviewOld National Bank has a rich history of serving clients and communities since 1834. With total assets of $48 billion, we are a regional leader dedicated to enhancing the lives of our clients and supporting our communities through various initiatives. Our commitment to social responsibility is reflected in our active participation in...


  • Madison, Wisconsin, United States BMO Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at BMO. As a key member of our Wealth Sales & Service team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to high net worth individuals and families.Key ResponsibilitiesDevelop and execute...


  • Madison, Wisconsin, United States Lakeshore Financial Group Full time

    {"h1": "Unlock Your Potential as a Financial Advisor at Lakeshore Financial Group ","p": "Are you a seasoned financial advisor looking to take your career to the next level? Do you have a proven track record of cultivating meaningful client relationships and tailoring custom-made wealth management plans? At Lakeshore Financial Group, we offer a unique...


  • Madison, Wisconsin, United States Johnson Financial Group LLC Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Regional Manager to lead our high-performing wealth management teams in meeting or exceeding revenue and growth goals. As a key member of our leadership team, you will drive business development and client service/retention initiatives for Johnson Financial Group by developing and executing a...


  • Madison, Wisconsin, United States BMO Full time

    Job SummaryBMO is seeking a highly skilled Private Wealth Advisor to join our team. As a key member of our Wealth Sales & Service group, you will be responsible for providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships.Key ResponsibilitiesDevelop and execute business...

  • Senior Vice President

    4 weeks ago


    Madison, Wisconsin, United States First Business Bank Full time

    Description Position at First Business BankJoin us today as a Senior Vice President - Wealth Management First Business Bank is a Top Workplaces USA company, learn more here. At First Business Bank, we prioritize our people, believing that our success is rooted in putting individuals first. Our team members exemplify ambition, expertise, and a...


  • Madison, Wisconsin, United States Old National Bank Full time

    Position OverviewOld National Bank has been a cornerstone in financial services since 1834. With total assets amounting to $48 billion, we are a significant regional entity committed to the communities we serve. As a reliable partner, we focus on empowering our clients to realize their aspirations while upholding our dedication to social responsibility...


  • Madison, Wisconsin, United States HNTB Full time

    Job Title: Geotechnical Engineer IIWe are seeking a highly skilled Geotechnical Engineer II to join our team at HNTB Corporation. As a Geotechnical Engineer II, you will play a key role in assisting with geotechnical evaluation and computations to support the design of foundations, retaining structures, and other earth- and rock-supported elements.Key...


  • Madison, Wisconsin, United States Alliant Energy Full time

    Join Alliant Energy and Make an ImpactAt Alliant Energy, we are dedicated to serving our customers and enhancing community well-being. Our mission is to navigate the evolving landscape of energy while preparing for future challenges. When our team members say, "I am energy," it reflects their commitment to our mission, especially during critical...


  • Madison, Wisconsin, United States US012 Marsh & McLennan Agency LLC Full time

    About the RoleWe are seeking a highly skilled Strategic Communications Leader to join our team at US012 Marsh & McLennan Agency LLC. As a key member of our Private Client Services National team, you will be responsible for developing and executing a comprehensive corporate communications strategy that aligns with our overall vision and goals.Key...


  • Madison, Wisconsin, United States BMO Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at BMO. As a key member of our Wealth Sales & Service team, you will be responsible for providing exceptional client service and delivering holistic advice and solutions to our high net worth clients.Key ResponsibilitiesDevelop and execute business...


  • Madison, Wisconsin, United States SS&C Technologies Full time

    Company OverviewSS&C is a leading global provider of investment and financial services, as well as software solutions tailored for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a top U.S. company by revenue, SS&C operates from its headquarters in Windsor, Connecticut, employing over 20,000 professionals across more...


  • Madison, Wisconsin, United States HTLF Full time

    The Senior Investment Consultant plays a pivotal role in collaborating with affluent clients to design personalized investment strategies that leverage the intricacies of the investment landscape. This position oversees portfolios for clients with substantial investable assets, typically ranging from $1 million to $5 million. Additionally, the Senior...


  • Madison, Wisconsin, United States SS&C Technologies Full time

    SS&C is a worldwide leader in providing investment and financial services as well as software solutions for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a top U.S. company by revenue, SS&C is based in Windsor, Connecticut, employing over 20,000 professionals across more than 90 locations in 35 countries. Approximately...


  • Madison, Wisconsin, United States U.S. Bancorp Full time

    Job SummaryWe are seeking a highly skilled Private Wealth Management Universal Assistant to join our team at U.S. Bank. As a key member of our Client Services team, you will provide exceptional service and support to our clients, serving as their primary point of contact for all Wealth Management, Trust, Banking, or Investment needs.Key...