1834 Wealth Advisor III

Old National Bank • Fort Wayne, IN

10d

About The Position

Old National Bank’s High Net Worth Advisory group serves clients with diverse and complex financial priorities, including robust planning, asset management, estate or trust services, and private banking. The Wealth Advisor develops relationships and coordinates trusted advice, guidance, and expertise for existing and prospective high-net-worth clients. Working as the quarterback alongside specialists across the Wealth Group, the advisor engages other specialists as needed and monitors, implements, and coordinates services to relieve families of that burden.

The role manages client relationships, provides holistic financial planning and investment advice, develops new wealth business through referrals and community involvement, and maintains current knowledge of economic, financial, and industry developments. The listed annual salary range is $98,400–$199,000; actual offers may vary based on responsibilities, skills, experience, education, and geographic location.

Requirements

• At least 7 years of experience in wealth management developing business with high-net-worth individuals and families.
• Thorough knowledge of the specific target market.
• An established network of centers of influence and referral sources.
• Working knowledge of investment markets, products, and services, and the ability to implement investment strategies that meet client needs and goals.
• Excellent sales and closing skills.
• Demonstrated ability to build and develop a robust sales pipeline.

Nice To Haves

• Bachelor’s degree.
• MBA, CFP, CFA, JD, or other professional designation(s).

Responsibilities

• Cultivate and retain client relationships, build client confidence through expertise, and meet ongoing client needs.
• Understand client needs and circumstances, develop suitable solutions, and hold regular meetings to review and update client goals, financial information, and investments.
• Assess clients’ risk tolerance and return goals and construct investment portfolios designed to meet those goals.
• Construct, rebalance, and modify client portfolios in response to changing circumstances, cash needs, risk tolerance, or market conditions.
• Present investment strategies and take a holistic approach to financial planning.
• Collaborate with the financial planning team to deliver and implement comprehensive strategies.
• Introduce clients to in-house insurance experts and other financial resources as appropriate.
• Assess opportunities and determine alternatives and solutions to meet client needs.
• Develop new wealth business through internal referrals and productive relationships with Consumer and Commercial business partners.
• Work with Private Bankers to develop and expand wallet share with existing wealth relationships.
• Participate in community affairs, activities, and organizations to build a network, maintain visibility, and support business development.
• Research and develop subject-matter expertise to advise clients appropriately throughout the business cycle.
• Maintain knowledge of developments and trends in relevant technical and professional areas and use industry knowledge in planning and decision-making.
• Coordinate and monitor services provided by Wealth Group specialists and engage other specialists as needed.

Benefits

• Competitive compensation with salary and incentive program.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• 401(k).
• Continuing education opportunities.
• Employee assistance program.
• Impact Network Groups led by team members to support engagement, awareness of diverse backgrounds and experiences, and inclusion.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed