Private Wealth Advisor II - Strategic Client Growth

Old National Bank; Mankato (MN); On-site; USD 60,000 - 121,000; Full time

Job summary

Old National Bank seeks a Private Wealth Advisor to develop and manage a portfolio of wealth clients, delivering tailored financial guidance and investment strategies. You will collaborate with Private Bankers, Trust Officers, and other specialists to expand client wallet share and provide holistic planning.

You will assess client risk, design portfolios, and work with planning teams to implement comprehensive strategies.

Qualifications

• 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
• 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
• CFP, MBA or Professional designation(s) preferred
• Ability to build and develop a robust sales pipeline

Responsibilities

• Manage a portfolio of client relationships including regular client meetings to review goals and investments
• Assess clients' risk tolerance and return goals and construct portfolios to meet these goals
• Construct, rebalance and modify client investment portfolios
• Provide advice to clients through financial planning and coordinate with planning team
• Prospect and develop new wealth business through internal referrals and external relationships
• Maintain knowledge of economic and financial conditions relevant to advising clients

Skills

Relationship building

Client advisory

Communication

Financial planning

Portfolio management

Education

Bachelor’s Degree in Finance or related field

CFP / MBA preferred

Series 6 or 7 licenses

State Life and Health Insurance Licenses

Job description

Old National Bank seeks a Private Wealth Advisor to develop and manage a portfolio of wealth clients, delivering tailored financial guidance and investment strategies. You will collaborate with Private Bankers, Trust Officers, and other specialists to expand client wallet share and provide holistic planning.

You will assess client risk, design portfolios, and work with planning teams to implement comprehensive strategies.