Private Wealth Advisor, Assoc

Old National Bank; Terre Haute (IN); On-site; USD 42,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401K

Continuing education opportunities

Employee assistance program

Job summary

Old National Bank is looking for a Private Wealth Advisor in Terre Haute, Indiana. You will be responsible for managing client relationships and providing tailored financial advice while collaborating with other specialists. The position offers a comprehensive benefits suite including medical, dental, vision insurance, and a 401K plan.

Additionally, candidates should have a Bachelor's degree in Finance or related field and at least 3 years of experience in wealth management. The role offers a competitive salary ranging from $42,000 to $48,000 plus commission.

Qualifications

• 3 years of retail or institutional wealth/investment experience preferred.
• Strong relationship building, verbal and written communication skills are essential.
• Working knowledge of investment markets and products.

Responsibilities

• Develop new client relationships and provide financial advice.
• Prepare financial plans to address client goals.
• Collaborate with specialists within the Wealth Group.

Skills

Client Leadership

Planning and Organization

Technical Knowledge

Collaboration

Communication

Client Service

Education

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

Job description

Private Wealth Advisor, Assoc

Job Information

• Job Location: US-IN-Terre Haute
• Position Type: Regular Full-Time
• Workplace Type: On Site
• Requisition ID: 2026-19743
• Category/Function: Trust/Wealth Management

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

We are currently seeking an Associate Private Wealth Advisor to join a fast-growing team of Senior Wealth Advisors. The candidate will be expected to develop new client relationships and help cultivate existing ones. They will provide sound financial advice, make investment recommendations, and create, present, and help implement client’s goal-based financial plans. They may also collaborate with specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, RPS Administrators, and Philanthropy Officers, as appropriate.

Salary Range: $42,000 - $48,000 plus commission per year. Final salary will be determined based on factors such as location, experience, skills and qualifications.

Key Accountabilities

• Manage a portfolio of client relationships:
  • Include 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.
• Provide Advice to clients through Financial Planning:
  • Be able to prepare a financial plan to address the client’s personal goals and objectives while collaborating with our dedicated financial planning team as needed.
• Prospect and develop new wealth business opportunities:
  • Foster productive relationships with Consumer and Commercial business partners.
  • Work closely with Private Bankers to deliver a team-based approach to developing and expanding wallet share with existing and prospective wealth relationships.
  • Develop partnerships with centers of influence outside of the bank.
• 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

• 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.
• 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 Service: Provide impeccable service to create a superior client experience.

Qualifications and Education Requirements

• Bachelor’s degree in Finance, Business, or related field, preferred.
• 3 years of retail or institutional wealth/investment experience preferred.
• 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.
• State Life and Health Insurance Licenses, preferred.
• CFP, MBA, or Professional designation(s) preferred.
• Ability to build and develop a robust sale 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.

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!