1834 Wealth Advisor III

Old National Bank • Milwaukee, WI

11d • $100,400 - $203,000

About The Position

Old National Bank’s HNW 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 and coordinates trusted advice, guidance, and expertise for existing and prospective high-net-worth clients. Working as the relationship “quarterback,” the advisor coordinates services from specialists across the Wealth Group and engages other specialists as needed, monitoring, implementing, and coordinating services to relieve families of that burden.

The role manages and grows a portfolio of client relationships, provides investment and financial-planning advice, develops new wealth business through internal referrals and community relationships, and maintains relevant knowledge of economic, financial, and industry developments. The posted salary range is $100,400–$203,000 per year. Actual offers may vary based on role responsibilities, skills and 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, or JD preferred.
• CFP, MBA, or other professional designation preferred.

Responsibilities

• Cultivate and retain client relationships, build client confidence through expertise, and meet ongoing client needs.
• Understand clients’ situations and objectives through analysis and regular meetings reviewing goals, financial information, and investments.
• Assess clients’ risk tolerance and return goals and construct investment portfolios designed to meet them.
• 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 client planning.
• Collaborate with the financial planning team to deliver and implement comprehensive strategies.
• Make introductions to in-house insurance experts and other financial resources, and assess alternatives and solutions for client needs.
• Prospect for and develop new wealth business through internal referrals and relationships with Consumer and Commercial business partners.
• Work with Private Bankers to 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 maintain subject-matter expertise on economic and financial conditions, industry developments, and relevant professional knowledge to advise clients throughout the business cycle.
• Coordinate, monitor, and implement services provided by Wealth Group specialists and other appropriate experts.

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 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