Associate Private Wealth Advisor - Twin Cities West Suburbs

Old National Bank•Minneapolis, MN

6d•$42,000 - $48,000

About The Position

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. 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 continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers 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. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. We are currently seeking an Associate Private Wealth Advisor to join a fast-growing team of Senior Wealth Advisors. The candidate will be expected to develop new client relationships and help cultivate existing ones. They will provide sound financial advice, make investment recommendations, and create, present, and help implement client’s goal-based financial plans. They may also collaborate with specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, RPS Administrators, and Philanthropy Officers, as appropriate.

Requirements

Bachelor’s degree in Finance, Business, or related field, preferred.
3 years of retail or institutional wealth/investment experience preferred.
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.
Ability to build and develop a robust sale pipeline.

Nice To Haves

State Life and Health Insurance Licenses, preferred.
CFP, MBA, or Professional designation(s) preferred.

Responsibilities

Manage a portfolio of client relationships: Including, but not limited to regular client meetings to review and update client goals, financial information, and investments.
Assess client’s 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.
Provide Advice to clients through Financial Planning: Be able to prepare a financial plan to address the client’s personal goals and objectives while collaborating with our dedicated financial planning team as needed.
Prospect and develop new wealth business opportunities: Foster productive relationships with Consumer and Commercial business partners.
Work closely with Private Bankers to deliver a team-based approach to developing and expanding wallet share with existing and prospective wealth relationships.
Develop partnerships with centers of influence outside of the bank.
Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle: Consistently researching and developing subject matter expertise to consult clients appropriately.
Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area.
Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.