Private Wealth Advisor II — Client-Focused Growth

Old National Bank; Grand Rapids (MI); Vor Ort; USD 60.000 - 121.000; Vollzeit

Zusammenfassung

Old National Bank seeks a Private Wealth Advisor to strengthen client relationships and provide investment guidance to existing and prospective Wealth clients. You will collaborate with Private Bankers, Trust Officers, and planning teams to deliver comprehensive strategies.

Responsibilities include managing portfolios, tailoring financial plans, and developing new wealth opportunities through internal referrals and external partners. A Bachelor's in Finance and relevant licenses are required.

Qualifikationen

• Bachelor’s degree in Finance, Business or related field.
• Series 6 or 7 licenses are required.
• State Life and Health Insurance Licenses are required.
• CFP, MBA or similar professional designation preferred.

Aufgaben

• Manage a portfolio of client relationships with regular meetings and goal reviews.
• Provide investment guidance and financial planning in collaboration with specialists.
• Develop and expand wealth opportunities through internal referrals and external partners.
• Maintain up-to-date knowledge of market conditions to advise clients through the business cycle.

Kenntnisse

Relationship building

Verbal and written communication

Sales and closing skills

Financial planning

Client leadership

Ausbildung

Bachelor’s Degree in Finance, Business or related field

Series 6 or 7 licenses

State Life and Health Insurance Licenses

CFP or MBA or professional designation preferred

Jobbeschreibung

Old National Bank seeks a Private Wealth Advisor to strengthen client relationships and provide investment guidance to existing and prospective Wealth clients. You will collaborate with Private Bankers, Trust Officers, and planning teams to deliver comprehensive strategies.

Responsibilities include managing portfolios, tailoring financial plans, and developing new wealth opportunities through internal referrals and external partners. A Bachelor's in Finance and relevant licenses are required.