1834 Wealth Advisor III

Old National Bank • Milwaukee, WI

12d • $100,400 - $203,000

About The Position

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

The position manages client relationships and investment portfolios, provides holistic financial planning advice, develops new business through internal referrals and community relationships, and maintains the technical and market knowledge needed to advise clients throughout changing economic and financial conditions.

Requirements

• At least 7 years of experience in wealth management developing business with high-net-worth individuals and families.
• Bachelor’s degree.
• 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 the ability to implement investment strategies to 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).

Responsibilities

• Cultivate and retain client relationships, demonstrating expertise and meeting ongoing client needs.
• Understand client circumstances and objectives, and recommend solutions that address goals and concerns.
• Meet regularly with clients to review and update goals, financial information, and investments.
• Assess clients’ risk tolerance and return objectives and construct portfolios to meet those goals.
• Construct, rebalance, and modify portfolios in response to client circumstances, cash needs, changes in risk tolerance, and market conditions.
• Present investment strategies and maintain 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.
• Maintain knowledge of relevant technical and professional developments and trends, and use industry knowledge in planning and decision-making.

Benefits

• Competitive compensation with a salary and incentive program.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• 401(k).
• Continuing education opportunities.
• Employee assistance program.
• Impact Network Groups focused on engagement, awareness of diverse backgrounds and experiences, and inclusion.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior