1834 Wealth Advisor III

Old National Bank•Nashville, TN

20h

About The Position

Old National Bank is seeking a High Net Worth Wealth Advisor. This group is a business designed for clients with diverse and complex financial priorities; those with a need for robust planning, asset management, estate or trust services, and private banking who are focused on preserving and building wealth. The Wealth Advisor is responsible for relationship development and coordinating and providing trusted advice, guidance, and expertise to existing and prospective High Net Worth clients. Wealth Advisors work as part of a Team of specialist within the Wealth Group and are responsible for engaging other specialists, including Private Bankers, Financial Planners, Trust Officers, Fixed Income Team, RPS Administrators, and Philanthropy Officers, as appropriate. 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. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

Requirements

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.
Ability to build and develop a robust sales pipeline.

Nice To Haves

CFP, MBA, or Professional designation(s) preferred.

Responsibilities

Manage a portfolio of client relationships, including 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.
Provide Advice to clients through Financial Planning, including completing a basic plan and working in conjunction with the dedicated financial planning team to deliver and implement comprehensive strategies.
Make 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 the bank.
Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle.
Consistently research and develop subject matter expertise to consult clients appropriately.
Maintain knowledge of current developments and trends in all relevant technical/professional knowledge areas.
Understand the industry and the factors that affect company performance, using industry knowledge in planning and decision-making.