1834 Wealth Advisor III

Old National Bank•Fort Wayne, IN

12d•$98,400 - $199,000

About The Position

Old National Bank’s High Net Worth (HNW) Advisory group serves clients with diverse and complex financial priorities, including robust planning, asset management, estate or trust services, and private banking, with a focus on preserving and building wealth. The Wealth Advisor develops relationships and coordinates trusted advice and expertise for existing and prospective high-net-worth clients. Working as the quarterback within a team-based coverage model, the advisor coordinates with specialists across the Wealth Group and engages additional specialists as needed, monitoring, implementing, and coordinating services on behalf of clients. The role manages and grows a portfolio of client relationships, assesses client circumstances and investment goals, and constructs and adjusts portfolios to meet changing needs and market conditions. The advisor provides holistic financial-planning advice, collaborates with the dedicated planning team, develops new business through internal referrals and community engagement, and maintains relevant knowledge of economic, financial, and industry developments. The salary range is $98,400–$199,000 per year. Actual offers may vary based on role responsibilities, relevant skills and experience, education, and geographic location. Old National describes itself as an inclusive, equal opportunity employer and highlights its collaborative, client-focused culture.

Requirements

At least 7 years of experience in wealth management developing business with high-net-worth individuals and families.
Bachelor’s degree required.
Thorough knowledge of the specific target market.
Established network of centers of influence and referral sources.
Working knowledge of investment markets, products, and services, and 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

MBA, CFP, CFA, JD, or other professional designation(s) preferred.

Responsibilities

Cultivate and retain client relationships, demonstrating expertise and meeting ongoing client needs.
Understand client needs and circumstances, and recommend solutions that meet objectives or address concerns.
Meet regularly with clients to review and update 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 portfolios in response to changing circumstances, cash needs, risk tolerance, or market conditions.
Present investment strategies effectively and maintain a holistic approach to client planning.
Collaborate with the dedicated financial planning team to deliver and implement comprehensive strategies.
Introduce clients to in-house insurance experts and other financial resources as appropriate.
Assess client opportunities and determine alternatives and solutions to meet their needs.
Develop new wealth business through internal referrals and other sources.
Foster 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 maintain visibility and support business development.
Research and develop subject-matter expertise to advise clients appropriately throughout the business cycle.
Maintain knowledge of current developments and trends in relevant technical and professional areas.
Use knowledge of the industry and factors affecting company performance in planning and decision-making.
Coordinate, monitor, and implement services provided by Wealth Group specialists and engage other specialists as needed.