Private Wealth Advisor II

4 days ago


Milwaukee, Wisconsin, United States Old National Bank Full time

At Old National Bank, we are seeking a Private Wealth Advisor to join our team of specialists within the Wealth Group. 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.

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.

The ideal candidate will be responsible for relationship development and providing financial and investment guidance and expertise to existing and prospective Wealth clients. This includes regular client meetings to review and update client goals, financial information, and investments.

The candidate will also assess clients' risk tolerance and return goals and construct an investment portfolio designed to meet these goals. Additionally, they will provide advice to clients through financial planning, including the ability to complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies.

The successful candidate will have a Bachelor's Degree in Finance, Business, or a related field, and ~3 years of retail or institutional wealth/investment experience. They will also possess strong relationship building skills, including verbal and written communication skills, and a working knowledge of investment markets, products, and services.

We are an equal opportunity employer and welcome applications from qualified candidates without regard to 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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