Inv Strat Tm Wealth Advisor

Old National Bank; Evansville (IN); On-site; USD 43,200 - 52,800; Full time

Job summary

Old National Bank is seeking a Wealth Advisor to develop relationships with existing and prospective clients and deliver financial guidance through a team of advisors. You will assess risk, tailor investment strategies, and maintain client portfolios with ongoing reviews.

The role emphasizes strong communication, sales ability, and licensing requirements. Compliance with regulatory standards and collaboration within the advisor team are essential.

Qualifications

• Bachelor's degree in finance, business, or related field.
• 3 years of retail or institutional wealth/investment experience.
• Strong relationship building and communication skills (verbal and written).
• Working knowledge of investment markets, products and services; ability to implement investment strategies.

Responsibilities

• Regular client meetings to review goals, financial information and investments.
• Assess risk tolerance and return goals; construct client portfolios to meet them.
• Construct, rebalance and modify portfolios based on market conditions and client needs.

Skills

Relationship building

Sales & closing

Communication

Client leadership

Education

Bachelor's degree in finance, business, or related field

Tools

Series 6/7 licenses

Series 65 license

State Life and Health Insurance Licenses

Job description

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. 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.

Responsibilities

The Wealth Advisor is responsible for relationship development and providing financial and investment guidance to existing and prospective Wealth clients. In this position, the Wealth Advisor is a member of a team of Advisors serving the mass affluent client segment.

Salary Range

The salary range for this position is $0 - $48,000 base/plus commission 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.

Key Accountabilities

• 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.

Creates comprehensive and effective task plans to achieve team goals

• Sets clearly defined goals, milestones, and deadlines.
• Manages assigned tasks with limited guidance/supervision.
• Adjust priorities to make sure key deadlines are met.
• Regularly reviews progress and seeks ways to accomplish work more efficiently.

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

• Maintain knowledge of current developments and trends in all relevant technical knowledge areas.
• Understanding 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 teams; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
• Client Leadership – Puts the client at 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

• Bachelor's degree in finance, Business, or related field
• 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.
• Series 65 to use fee‑based accounts.
• State Life and Health Insurance Licenses.
• Ability to build and develop a robust sale pipeline.

Key Measures of Success/Key Deliverables

• Client Retention
• Client Acquisition

Equal Employment Opportunity Statement

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.