Senior Private Wealth Advisor — Grow Client Impact

Old National Bank; Hickory Hills (IL); On-site; USD 54,000 - 66,000; Full time

Job summary

Old National Bank is seeking a Private Wealth Advisor to develop client relationships and deliver financial and investment guidance to Wealth clients. You will collaborate with a team of specialists including Private Bankers, Trust Officers, and others to meet client needs.

The role emphasizes portfolio construction, risk assessment, and strategic planning to drive growth in wallet share, with a salary range reflecting base pay plus commissions across the U.S. geographic locations.

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

Responsibilities

• Manage a portfolio of client relationships with regular meetings to review goals, financial information and investments.
• Assess risk tolerance and return goals to design investment portfolios.
• Construct, rebalance and modify portfolios per client circumstances and market conditions.
• Provide basic financial planning in conjunction with the planning team.
• Assist with introductions to in-house insurance experts and other resources.
• Foster relationships with business partners to expand wallet share and develop external opportunities.

Skills

Client leadership

Relationship building

Investment guidance

Portfolio construction

Financial planning

Communication skills

Team collaboration

Market knowledge

Education

Bachelor's Degree in Finance/Business or related field

Series 6 or 7 licenses

State Life and Health Insurance Licenses

CFP, MBA or professional designation preferred

Job description

Old National Bank is seeking a Private Wealth Advisor to develop client relationships and deliver financial and investment guidance to Wealth clients. You will collaborate with a team of specialists including Private Bankers, Trust Officers, and others to meet client needs.

The role emphasizes portfolio construction, risk assessment, and strategic planning to drive growth in wallet share, with a salary range reflecting base pay plus commissions across the U.S. geographic locations.