Wealth Planner, Sr

Old National Bank•St Louis Park, MN

About The Position

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. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. The Senior Wealth Planner works with Wealth Advisors and other members of the Wealth relationship team to develop financial plans that provide honest, objective, and relevant advice based upon a comprehensive planning process. This may include reviewing plans completed by Advisors, assisting them to create and present plans to clients, and creating plans independently. The Senior Wealth Planner serves as an advocate for planning and is a subject matter expert in one or more areas of wealth planning. The Senior Wealth Planner assists Wealth Advisors to provide relevant objective advice to clients and prospects.

Requirements

Bachelor’s degree required.
Years of Experience: 10+ years in financial, tax, and/or estate planning related work.
Significant experience working with financial planning software; eMoney and/or MoneyGuidePro preferred.
Strong verbal and written communication skills, including the ability to articulate complex planning topics in an easily understandable manner.
Strong interpersonal skills and attention to detail, as well as organizational and time management skills.
Ability to develop relationships with other professionals in the community.
Must be able to travel offsite to client meetings and stay overnight, as needed.

Nice To Haves

CFP ®, JD, CPA, or similar preferred.

Responsibilities

Create and Deliver Plans to Clients
Partner with Wealth Advisors in a consultative process with the client, to better understand the client’s current financial situation, goals, priorities and concerns and to assist with determining the most appropriate planning delivery.
Create and, together with the Advisor, deliver comprehensive, holistic, and integrated complex plans that are tailored to the client’s unique situation and goals, focusing on the following areas in the High Net Worth segment: Cash flow and lifestyle planning Executive compensation Philanthropy Estate and wealth transfer planning Business transition planning High-end tax planning
Partner with Advisors
Attend client meetings to gather client information and present plans to clients, in partnership with Wealth relationship team.
Create and implement client presentations focused on subjects affecting clients in partnership with Wealth relationship team.
Focus on improving client satisfaction and retention and prospect for new clients.
Operational Oversight
Stay abreast of changes in financial laws, strategies, and opportunities that can apply to client situations and incorporating these into new financial plans.
Leader in instilling a culture around goals-based planning.
Provide a framework for financial plans, including templates and defaults that assist the user in creating consistent assumptions and recommendations for clients throughout the footprint as needed.
Review each financial plan in personal book of business to make sure it is complete accurate, compliant with current legal regulations, ONB standards, and industry guidelines.
Monitor the planning process and make improvements and updates as needed.
Create and manage workflow to assess the progress of plan delivery.
Coordinate development for new projects relating to financial planning.