Current jobs related to Senior Wealth Management Consultant - Milwaukee, Wisconsin - Old National Bank

  • Senior Wealth Manager

    4 weeks ago

    Milwaukee, Wisconsin, United States Claire Myers Consulting Full time

    Senior Wealth ManagerClaire Myers Consulting is seeking a highly skilled Senior Wealth Manager to join our team in Milwaukee. As a key member of our wealth management team, you will be responsible for providing comprehensive financial planning and investment advisory services to our clients.ResponsibilitiesDevelop and implement personalized financial plans...

  • Senior Wealth Strategist

    1 week ago

    Milwaukee, Wisconsin, United States Associated Banc-Corp Full time

    Job SummaryAssociated Banc-Corp is seeking a Senior Wealth Strategist to join our Wealth Planning Business Development Team. As a key member of our team, you will actively participate in supporting client advisers and integrating goal-based financial planning into sales and service delivery.The ideal candidate will have a strong understanding of advanced...

  • Wealth Management Associate

    4 weeks ago

    Milwaukee, Wisconsin, United States Equitable Services Full time

    Join Equitable Advisors as a Wealth Management AssociateWe are seeking a highly motivated and results-driven Wealth Management Associate to join our team at Equitable Advisors. As a Wealth Management Associate, you will be responsible for providing financial products and services to our clients, including education and guidance on retirement planning and...

  • Wealth Risk Oversight Manager

    2 weeks ago

    Milwaukee, Wisconsin, United States Associated Banc-Corp Full time

    Job SummaryAssociated Banc-Corp is seeking a highly skilled Wealth Risk Oversight Manager to join our team. This role will be responsible for overseeing the independent compliance and operational risk management program for the Bank's Wealth, Trust, and Investment business lines.Key ResponsibilitiesEvaluate the soundness of risk methodology and stress...

  • Senior Financial Planning Manager

    3 days ago

    Milwaukee, Wisconsin, United States Wealth Enhancement Group Full time

    Wealth Enhancement Group: A Leader in Financial PlanningWealth Enhancement Group is a renowned independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning. Our team-based approach, combining the Roundtable and UniFi processes, sets us apart from the standard approach. With over 100 offices...

  • Senior Financial Planning Manager

    4 days ago

    Milwaukee, Wisconsin, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients.Our team-based approach, combined with our proprietary Roundtable and UniFi processes, enables us to provide personalized financial plans and investment...

  • Wealth Risk Oversight Manager

    1 week ago

    Milwaukee, Wisconsin, United States Associated Banc-Corp Full time

    At Associated Bank, we strive to create an inclusive culture where diverse perspectives are valued and recognized as strengths critical to our success.We encourage growth and development, and if you thrive in an environment where your skills are encouraged and supported, then Associated Bank may be the right place for you.This role oversees all aspects of...

  • Wealth Portfolio Manager

    4 weeks ago

    Milwaukee, Wisconsin, United States Johnson Financial Group LLC Full time

    Job Title: Wealth Sr. Portfolio ManagerJob Summary:The Wealth Sr. Portfolio Manager is responsible for managing complex ultra-high net worth multi-family relationships, overseeing the construction, management, and execution of investment portfolios. This role requires strong communication skills to clearly convey portfolio performance and achievement of...

  • Wealth Portfolio Manager

    2 weeks ago

    Milwaukee, Wisconsin, United States Johnson Financial Group LLC Full time

    Job Title: Wealth Portfolio ManagerOverview:The Wealth Portfolio Manager is responsible for the construction, oversight, management, and execution of investment portfolios for complex ultra-high net worth multi-family relationships. This role requires collaboration with the family team, including the Chief Investment Officer, Director of Wealth Strategy, and...

  • Wealth Portfolio Manager

    3 days ago

    Milwaukee, Wisconsin, United States Johnson Financial Group LLC Full time

    The Wealth Portfolio Manager Family Office at Johnson Financial Group LLC is responsible for the construction, oversight, management, and execution of the investment portfolios for complex ultra-high net worth multi-family relationships.This role requires collaboration with the family team, including the Chief Investment Officer, Director of Wealth Strategy,...

  • Wealth Management Specialist

    4 days ago

    Milwaukee, Wisconsin, United States Equitable Advisors LLC Full time

    Empowering Financial FuturesWe are a respected wealth management firm dedicated to helping our clients secure their financial well-being. Our mission is to provide guidance and support to individuals and businesses, empowering them to pursue long and fulfilling lives.We offer a range of financial services and products tailored to address the evolving needs...

  • Senior Portfolio Manager

    7 days ago

    Milwaukee, Wisconsin, United States Johnson Financial Group LLC Full time

    Job SummaryThe Senior Portfolio Manager will be responsible for managing and maintaining the trading functions of the Managed Account Group (MAG) team. This includes rebalancing client portfolios to established models, monitoring and approving trading activities, and ensuring the prompt resolution of trading issues.Key ResponsibilitiesRebalance client...

  • Senior Financial Advisor

    4 weeks ago

    Milwaukee, Wisconsin, United States Farther LLC Full time

    Unlock Your Potential as a Senior Financial AdvisorAt Farther LLC, we're on a mission to revolutionize the wealth management industry. As a Senior Financial Advisor, you'll be at the forefront of this movement, working with a talented team to deliver exceptional results for our clients.As a pioneering member of our advisor team, you'll have the autonomy to...

  • Wealth Management Investment Strategist

    2 weeks ago

    Milwaukee, Wisconsin, United States Heartland Financial USA, Inc. Full time

    Job Title: Wealth Management Investment StrategistWe are seeking a highly skilled and experienced Wealth Management Investment Strategist to join our team at Heartland Financial USA, Inc. As a key member of our investment team, you will be responsible for providing expert investment advice and guidance to our high-net-worth clients.Key...

  • Senior Oracle Order Management Consultant

    1 month ago

    Milwaukee, Wisconsin, United States Infosys Full time

    Job Title: Senior Oracle Order Management ConsultantInfosys is seeking a seasoned Senior Consultant with expertise in Oracle Order Management and Oracle Purchasing. The selected candidate will be responsible for implementing and rolling out Oracle Order Management solutions for our clients. This role requires coordination with internal and external teams, as...

  • Wealth Management Investment Strategist

    7 days ago

    Milwaukee, Wisconsin, United States HTLF Bank Full time

    HTLF Bank is a diversified financial services company headquartered in Denver, Colorado. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency, and strength — giving local decision-making the opportunity and insights to focus on customers and growth.As a Wealth Management Investment...

  • Customer Service Representative

    4 days ago

    Milwaukee, Wisconsin, United States Wealth Enhancement Group Full time

    Wealth Enhancement Group is seeking a highly skilled Receptionist to join our team. As a key member of our Client Service Associates, you will be the first point of contact for clients, providing exceptional customer service and ensuring a positive experience for all visitors to our office. Key Responsibilities: Reception Duties: Provide top-notch customer...

  • Private Wealth Advisor II

    2 weeks ago

    Milwaukee, 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 key member of our Wealth Group, you will be responsible for developing and maintaining relationships with high net worth clients, providing financial and investment guidance, and identifying opportunities to grow our wealth business.Key...

  • Wealth Planning Internship Opportunity

    3 days ago

    Milwaukee, Wisconsin, United States Robert W. Baird & Co. Full time

    At Robert W. Baird & Co., we're seeking a talented and ambitious individual to join our Wealth Planning Team as an Intern. This exciting opportunity will provide you with hands-on experience in the financial services industry, working closely with experienced professionals to develop your skills and knowledge.About the RoleAs a Wealth Planning Intern, you'll...

  • Senior Environmental Remediation Consultant

    2 weeks ago

    Milwaukee, Wisconsin, United States The Sigma Group Inc Full time

    Senior Environmental Remediation ConsultantWe are seeking a highly experienced Senior Environmental Remediation Consultant to join our Geoscience Group. As a senior member of our team, you will be responsible for leading complex environmental remediation projects, developing site-strategies, and communicating with clients and regulators.Key...

Senior Wealth Management Consultant

2 months ago

Milwaukee, Wisconsin, United States Old National Bank Full time
Senior Wealth Management Consultant

Job Overview

Old National Bank is a distinguished financial institution with a legacy of serving clients and communities since 1834. With total assets amounting to $48 billion, we are a significant player in the regional market, deeply embedded in the communities we serve.

As a trusted financial partner, we are dedicated to assisting our clients in realizing their aspirations and objectives. Our commitment to social responsibility is evident through our active engagement in community service and charitable initiatives.

Our employees are our most valuable asset, and we consistently invest in their professional growth and development. We provide various Impact Network Groups, led by team members passionate about fostering engagement, raising awareness of diverse backgrounds, and promoting inclusivity within our organization.

Position Summary

We are currently in search of a Senior Wealth Management Consultant responsible for cultivating relationships and delivering financial and investment advice to both existing and prospective wealth clients.

Wealth Management Consultants collaborate with a team of specialists within the Wealth Group, engaging with Private Bankers, Trust Officers, Fixed Income Teams, RPS Administrators, and Philanthropy Officers as necessary.

Key Responsibilities

  • Manage Client Relationships:
    Conduct regular meetings with clients to review and update their financial goals, information, and investments. Evaluate clients' risk tolerance and return objectives to construct tailored investment portfolios.
  • Provide Financial Planning Advice:
    Complete basic financial plans and collaborate with our dedicated financial planning team to implement comprehensive strategies. Facilitate introductions to in-house insurance experts and other financial resources.
  • Prospect New Business:
    Develop new wealth management opportunities through internal referrals and foster strong relationships with business partners in Consumer and Commercial sectors.
  • Maintain Industry Knowledge:
    Stay informed about economic and financial conditions to provide relevant advice to clients throughout various business cycles. Continuously research and develop expertise in relevant subjects.

Essential Competencies

  • Client Leadership: Prioritize client needs and consistently seek feedback to enhance service delivery and maintain long-term relationships.
  • Planning and Organization: Effectively determine action plans, manage priorities, and allocate resources to achieve individual and team objectives.
  • Technical Proficiency: Possess the necessary technical knowledge to perform effectively in the role and engage in continuous learning to adopt new trends.
  • Collaboration: Actively cultivate and maintain trusted relationships with colleagues to achieve business goals.
  • Communication: Share information and ideas effectively with individuals and groups, tailoring delivery methods to suit the audience.

Qualifications

  • Bachelor's Degree in Finance, Business, or a related field.
  • A minimum of 3 years of experience in retail or institutional wealth management.
  • Strong relationship-building skills, both verbal and written.
  • Working knowledge of investment markets, products, and services, with the ability to implement strategies that meet client needs.
  • Excellent sales and closing skills.
  • Possession of Series 6 or 7 licenses for brokerage products.
  • State Life and Health Insurance Licenses.
  • CFP, MBA, or other professional designations are preferred.
  • Proven ability to build and maintain a robust sales pipeline.

Old National Bank is an equal opportunity employer committed to fostering an inclusive workplace. We welcome applicants from diverse backgrounds and experiences.