Wealth Management Specialist

7 days ago

Milwaukee, Wisconsin, United States Old National Bank Full time
Job Title: Private Wealth Advisor II

Old National Bank is seeking a Private Wealth Advisor II to join our team. 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.

Key Responsibilities:
  • Manage a portfolio of client relationships, including regular client 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.
  • Construct, rebalance, and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.
Key Accountabilities:
  • Provide advice to clients through financial planning, including completing a basic plan and working with our dedicated financial planning team to deliver and implement comprehensive strategies.
  • Prospect and develop new wealth business to and from internal referrals, fostering productive relationships with business partners in Consumer and Commercial.
  • Maintain an in-depth knowledge of economic and financial conditions appropriate 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.
  • 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.

Old National Bank is an equal opportunity employer committed to fostering an inclusive workplace and hiring a workforce comprised of diverse backgrounds, cultures, and thinking styles.

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