Wealth Management Specialist

4 weeks ago

Chicago, Illinois, United States Old National Bank Full time
{"Key Responsibilities": "Key Responsibilities

As a Wealth Advisor at Old National Bank, you will be responsible for managing a portfolio of client relationships, providing financial and investment guidance, and developing new wealth business opportunities.

Key accountabilities include:

  • Managing client relationships and providing regular updates on their financial information and investments.
  • Assessing clients' risk tolerance and return goals and constructing an investment portfolio to meet these objectives.

Additionally, you will provide advice to clients through financial planning, work closely with Private Bankers to develop and expand wallet share, and maintain an in-depth knowledge of economic and financial conditions to advise clients throughout the business cycle.

", "Requirements": "Requirements

To be successful in this role, you will need:

  • A Bachelor's degree in Finance, Business, or a related field.
  • At least 3 years of retail or institutional wealth/investment experience.
  • Strong relationship-building skills, including verbal and written communication skills.
  • A working knowledge of investment markets, products, and services, and the ability to implement investment strategies to meet client needs and goals.
  • Excellent sales and closing skills.
  • A CFP, MBA, or professional designation(s) is preferred.

Old National Bank is an equal opportunity employer and is committed to fostering an inclusive workplace.

", "About Us": "About Us

Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are 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.

", "Our Culture": "Our Culture

We are optimistic, collaborative, inclusive, agile, and ethical. We are Old National Bank.

", "Equal Opportunity Employer": "

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

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

", "Note": "

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.

", "Language": "

The language of this job posting is English.

", "Language Code": "en-US"}

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