Private Wealth Advisor

14 hours ago


Milwaukee, Wisconsin, United States Old National Bank Full time
Job Summary

We 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 goals.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with existing and prospective clients, providing regular portfolio reviews and updates, and assessing client risk tolerance and return goals to construct tailored investment portfolios.
  • Financial Planning: Provide comprehensive financial planning services to clients, including the development of basic financial plans and collaboration with our dedicated financial planning team to deliver and implement comprehensive strategies.
  • Prospecting and Business Development: Identify and pursue new business opportunities through internal referrals and external center of influence relationships, working closely with Private Bankers to develop and expand wallet share with existing wealth relationships.
  • Industry Knowledge and Expertise: Maintain in-depth knowledge of economic and financial conditions, researching and developing subject matter expertise to consult clients appropriately, and staying up-to-date on current developments and trends in the industry.
Requirements
  • Education: Bachelor's Degree in Finance, Business, or related field.
  • Experience: 3 years of retail or institutional wealth/investment experience required.
  • Skills: Strong relationship building skills, verbal and written communication skills, working knowledge of investment markets, products, and services, and ability to implement investment strategies to meet client needs and goals.
  • Licenses: Series 6 or 7 licenses to sell brokerage products, State Life and Health Insurance Licenses, and CFP, MBA, or Professional designation(s) preferred.
About Old National Bank

Old National Bank is a regional powerhouse deeply rooted in the communities we serve. We are committed to social responsibility and investing in our communities through volunteering and charitable giving. Our team members are our greatest asset, and we continually invest in their growth and development. We offer 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 are an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures, and thinking styles. We do not discriminate on the basis of 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.



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