Private Wealth Advisor

Old National Bank•Amery, WI

3d•$0 - $60,000

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 a Private Wealth Advisor that will be responsible for relationship development and providing financial and investment guidance and expertise to existing and prospective Wealth clients. Wealth Advisors work as part of a Team of specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, Fixed Income Team, RPS Administrators, and Philanthropy Officers, as appropriate.

Requirements

Bachelor’s Degree in Finance, Business or related field
3 years of retail or institutional wealth/investment experience required
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
State Life and Health Insurance Licenses

Nice To Haves

CFP, MBA or Professional designation(s) preferred
Ability to build and develop a robust sales pipeline

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 complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies. Proficiency with introductions to in-house insurance experts and other financial resources.
Prospect and develop new wealth business to and from internal referrals: Foster productive relationships with business partners in Consumer and Commercial.
Work closely with Private Bankers to develop and expand wallet share with existing wealth relationships.
Develop external center of influence opportunities outside of 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.