Wealth Management Advisor II

2 weeks ago

Chicago, Illinois, United States Old National Bank Full time
Job Locations:
US-IL-Chicago

Category/Function:
Trust/Wealth Management

Position Type:
Regular Full-Time

Workplace Type:
On Site

Overview
Old National Bank has been a cornerstone in the financial services industry since 1834. With assets totaling $48 billion, we are a significant regional institution committed to the communities we serve.

As a reliable partner, we focus on empowering our clients to realize their financial aspirations while actively engaging in social responsibility through community involvement and charitable initiatives.

Our employees are our most valuable resource, and we prioritize their professional growth and development.

We provide various Impact Network Groups, facilitated by team members dedicated to enhancing engagement, promoting awareness of diverse perspectives, and fostering inclusivity throughout the organization.

We are currently looking to fill a Wealth Advisor role, which entails cultivating relationships and delivering financial and investment counsel to both existing and potential Wealth clients.

Wealth Advisors collaborate within a team of specialists in the Wealth Group, engaging with other experts such as Private Bankers, Financial Planners, Trust Officers, Fixed Income Team members, RPS Administrators, and Philanthropy Officers as needed.


Key Responsibilities
Manage Client Relationships:
Conduct regular meetings with clients to assess and update their financial objectives, risk tolerance, and investment strategies.

Provide Financial Guidance:

Complete basic financial plans and collaborate with our dedicated financial planning team to implement comprehensive strategies.

Facilitate introductions to in-house insurance professionals and other financial resources.
Prospect for New Business:
Develop strong relationships with business partners in Consumer and Commercial sectors.
Work closely with Private Bankers to enhance existing wealth relationships.
Identify external opportunities for influence beyond the bank.
Maintain Industry Knowledge:
Continuously research and develop expertise in economic and financial conditions to provide informed advice to clients throughout various business cycles.
Stay updated on current trends and developments in relevant technical and professional areas.
Utilize industry knowledge in strategic planning and decision-making.
Qualifications and Education Requirements
Bachelor's Degree in Finance, Business, or a related field
Minimum of 3 years of experience in retail or institutional wealth/investment management
Strong relationship-building skills, including effective verbal and written communication
Working knowledge of investment markets, products, and services, with the ability to implement strategies that align with client needs
Proven sales and closing capabilities
CFP, MBA, or other professional designations preferred
Ability to cultivate and manage a robust sales pipeline

Old National is an equal opportunity employer dedicated to creating an inclusive workplace. We welcome applicants from diverse backgrounds, cultures, and perspectives.

All qualified candidates will be considered for employment without regard to race, color, religion, sex, national origin, protected veteran status, disability status, sexual orientation, gender identity, or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters unless an agreement has been signed by the Director of Talent Acquisition.

Our culture is grounded in our core values: optimism, collaboration, inclusivity, agility, and ethics.

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