1834 Wealth Advisor III

Old National Bank; Milwaukee (WI); Vor Ort; USD 100.000 - 203.000; Vollzeit

Benefits dieser Stelle

Medical, dental, and vision insurance

401K with company match

Continuing education opportunities

Employee assistance program

Zusammenfassung

Old National Bank is seeking a Wealth Advisor to lead relationship development for high-net-worth clients and coordinate a cross-functional team to deliver tailored wealth management solutions.

You will provide investment guidance, financial planning, and ongoing client service, collaborating with Private Bankers, Portfolio Managers, and other specialists to meet client goals.

Qualifikationen

• 7+ years’ experience in wealth management developing business with high net worth individuals and families.
• Thorough knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals.
• Demonstrated ability to build and develop a robust sales pipeline.

Aufgaben

• Develop and manage client relationships for high net worth individuals.
• Coordinate with a team of specialists (Private Bankers, Portfolio Managers, Planners, and Trust/Philanthropy staff) to deliver comprehensive wealth services.
• Provide holistic financial planning and investment guidance to clients.

Kenntnisse

Wealth management

High net worth clients

Relationship building

Financial planning

Portfolio management

Ausbildung

Bachelor’s degree

MBA or CFP or CFA or JD preferred

Jobbeschreibung

Overview

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.

Overview

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.

Responsibilities

The HNW Advisory group is a business designed for clients with diverse and complex financial priorities; those with a need for robust planning, asset management, estate or trust services, and private banking who are focused on preserving and building wealth. The Wealth Advisor is responsible for relationship development and coordinating and providing trusted advice, guidance and expertise to existing and prospective High Net Worth clients . Wealth Advisors work as the quarterback with a team of specialists within the Wealth Group (i.e., Private Bankers, Portfolio Managers , Planners, RPS Administrators, Trust Administrators and Philanthropy Officers, as appropriate ) , and are responsible for engaging other specialists as needed . By acting as quarterback for these services, the Relationship Manager relieves the family of the burden of doing so themselves . The Relationship Manager monitors , implements, and coordinates these services.

Salary Range

The salary range for this position is $100,400 - $ 203,000 per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.

Within the team-based coverage model, the Relationship Manager’s key accountabilities include:

Manage a Portfolio Of Client Relationships

• Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
• Utilize interactive and analytical skills to understand client needs and develop a clear perspective on the client’s situation to offer solutions that meet their objectives or address specific concerns.
• 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, r ebalance 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

• Ability to effectively present investment strategies to clients and maintain a holistic approach to planning.
• Collaborate 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.
• Assess opportunities and determine alternatives and solutions to meet client needs.

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.
• Build a strong network by participating in community affairs, activities, and organizations to maintain visibility and enhance the business development function.

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 .

Key Competencies for Position

• Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives .
• Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise .
• Collaboration - Actively seeks , develops and maintains trusted relationships with others to achieve business goals and objectives .
• Communication - Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
• Client Leadership - Puts the client a t the forefront of everything they do; continually seeks first‑hand client information and perspective and uses this insight to shape one’s own behaviors and actions to delight and engage internal and external clients; makes and maintains long‑term relationships with clients.

Qualifications And Education Requirements

• 7 + plus years’ experience in wealth management developing business with high net worth individuals and families
• Bachelor ’ s degree required , MBA, CFP, CFA or JD preferred
• Thorough knowledge of specific target market
• Established network of COIs (centers of influence) and sources for referrals
• 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
• CFP, MBA, or professional designation(s) preferred
• Demonstrated 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!