1834 Wealth Advisor III

Old National Bank; Indianapolis (IN); On-site; USD 98,000 - 199,000; Full time

Job summary

Join a forward-thinking company that has been a trusted partner in financial services since 1834. As a Wealth Advisor, you will play a key role in relationship development, providing financial and investment guidance to clients. This position offers a unique opportunity to work within a collaborative team of specialists, ensuring clients receive comprehensive financial planning and investment strategies tailored to their needs. With a commitment to social responsibility and community engagement, this role not only allows you to grow your career but also to make a meaningful impact in the lives of clients and the community.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401K

Continuing Education Opportunities

Employee Assistance Program

Qualifications

• Minimum 3 years of wealth/investment experience required.
• Strong relationship building and sales skills are essential.

Responsibilities

• Manage a portfolio of client relationships and provide financial advice.
• Prospect and develop new wealth business from internal referrals.

Skills

Relationship Building Skills

Verbal Communication Skills

Written Communication Skills

Sales Skills

Investment Knowledge

Education

Bachelor’s Degree in Finance

Bachelor’s Degree in Business

CFP or MBA

Job description

Overview

Old National Bank has been serving clients and communities since 1834. With over $50 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.

Responsibilities

Salary Range

The salary range for this position is $98,400 - $199,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.

We are currently seeking to fill a Wealth Advisor position that will be responsible for relationship development and providing financial and investment guidance and expertise to existing and prospective Wealth clients. Wealth Advisors work as part of a Team of specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, Fixed Income Team, RPS Administrators, and Philanthropy Officers, as appropriate.

Key Accountabilities

Manage a portfolio of client relationships:

• Including, but not limited to 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.
• Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.

Provide Advice to clients through Financial Planning:

• Be able to complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies.
• Proficiency with 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 bank.

Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:

• Consistently researching and developing subject matter expertise to consult clients appropriately.
• Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area.
• Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.

Qualifications and Education Requirements

• Bachelor’s Degree in Finance, Business or related field
• Minnimum 3 years of retail or institutional wealth/investment experience required
• Must possess 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
• Must possess excellent sales and closing skills
• Series 6 or 7 licenses to sell brokerage products
• State Life and Health Insurance Licenses
• CFP, MBA or Professional designation(s) preferred
• Ability to build and develop a robust sales pipeline

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.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position

Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.

We are Old National Bank. Join our team!