Growth-Driven Private Wealth Advisor - Associate

Old National Bank; Grand Rapids Charter Township (MI); On-site; USD 42,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401K and continuing education opportunities

Employee assistance program

Job summary

Old National Bank in Grand Rapids Charter Township is seeking an Associate Private Wealth Advisor to join our team. The role requires developing new client relationships and providing financial advice to help achieve clients' goals. Candidates should have a Bachelor's degree in Finance or Business, along with 3 years of wealth/investment experience.

We offer a competitive salary range from $42,000 to $48,000, plus commission, along with comprehensive benefits including insurance and 401K. If you are motivated and looking to build a career in a collaborative environment, we want to hear from you!

Qualifications

• 3 years of retail or institutional wealth/investment experience preferred.
• Series 6 or 7 licenses to sell brokerage products required.
• State Life and Health Insurance Licenses preferred.

Responsibilities

• Develop new client relationships and cultivate existing ones.
• Provide sound financial advice and create goal-based financial plans.
• Collaborate with specialists within the Wealth Group.

Skills

Relationship building

Communication skills

Sales and closing skills

Investment market knowledge

Education

Bachelor's degree in Finance, Business, or related field

CFP, MBA, or Professional designation(s)

Job description

Old National Bank in Grand Rapids Charter Township is seeking an Associate Private Wealth Advisor to join our team. The role requires developing new client relationships and providing financial advice to help achieve clients' goals. Candidates should have a Bachelor's degree in Finance or Business, along with 3 years of wealth/investment experience.

We offer a competitive salary range from $42,000 to $48,000, plus commission, along with comprehensive benefits including insurance and 401K. If you are motivated and looking to build a career in a collaborative environment, we want to hear from you!