Elite Private Wealth Advisor: Grow Client Wealth

Old National Bank; Hickory Hills (IL); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401K

Continuing education opportunities

Employee assistance program

Job summary

A financial services institution in Hickory Hills is seeking a Private Wealth Advisor to develop client relationships and provide financial guidance. Ideal candidates should possess a Bachelor's Degree and have at least 3 years of wealth management experience. The role involves engaging with various specialists and requires strong communication and sales skills. Competitive compensation and benefits are offered, along with a commitment to an inclusive workplace.

Qualifications

• 3 years of retail or institutional wealth/investment experience required.
• Working knowledge of investment markets, products and services.
• Series 6 or 7 licenses to sell brokerage products are necessary.

Responsibilities

• Develop relationships and provide financial and investment guidance.
• Prospect new wealth business and develop internal referrals.
• Maintain knowledge of economic conditions to advise clients.

Skills

Strong relationship building skills

Verbal and written communication skills

Excellent sales and closing skills

Education

Bachelor's Degree in Finance, Business or related field

CFP, MBA or Professional designation(s)

Job description

A financial services institution in Hickory Hills is seeking a Private Wealth Advisor to develop client relationships and provide financial guidance. Ideal candidates should possess a Bachelor's Degree and have at least 3 years of wealth management experience. The role involves engaging with various specialists and requires strong communication and sales skills. Competitive compensation and benefits are offered, along with a commitment to an inclusive workplace.