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Wealth Management Specialist
2 months ago
Old National Bank is seeking a skilled Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for developing and maintaining relationships with high net worth clients, providing financial guidance and investment expertise, and working closely with other specialists to deliver comprehensive financial solutions.
Key Responsibilities- Client Relationship Management: Manage a portfolio of client relationships, including regular meetings to review and update client goals, financial information, and investments.
- Financial Planning: Provide advice to clients through financial planning, including completing basic plans and working with our dedicated financial planning team to deliver and implement comprehensive strategies.
- Prospecting and Business Development: Prospect and develop new wealth business through internal referrals and external center of influence opportunities.
- Market Knowledge: Maintain an in-depth knowledge of economic and financial conditions to advise clients throughout the business cycle.
- Bachelor's Degree in Finance, Business, or related field.
- 3 years of retail or institutional wealth/investment experience required.
- 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.
- Excellent sales and closing skills.
- CFP, MBA, or Professional designation(s) preferred.
- Ability to build and develop a robust sales pipeline.
Old National Bank is 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.
