Inv Strat Tm Wealth Advisor

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

Benefits offered by this job

Medical, dental, and vision insurance

401K plan

Continuing education opportunities

Job summary

A regional financial institution is seeking a Wealth Advisor responsible for developing client relationships and providing investment guidance. The ideal candidate will have a Bachelor's degree, 3 years of wealth/investment experience, and strong sales skills. You'll manage a portfolio of clients, offering tailored financial solutions. This role includes competitive compensation and benefits while emphasizing social responsibility and community involvement.

Qualifications

• Bachelor's degree required.
• Minimum 3 years wealth/investment experience.
• Strong relationship-building and communication skills.

Responsibilities

• Develop relationships with clients.
• Provide financial guidance to clients.
• Manage client investment portfolios.

Skills

Relationship building

Verbal communication

Written communication

Sales skills

Investment strategy implementation

Education

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

3 years of retail or institutional wealth/investment experience

Tools

Series 6 or 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. 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 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.

Manage a portfolio of client relationships:

• The Wealth Advisor will manage a portfolio of client relationships including 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

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!

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