Senior Wealth Advisor for High Net Worth Clients

Old National Bank; Fort Wayne (IN); On-site; USD 98,000 - 199,000; Full time

Benefits offered by this job

Salary and incentive program

Medical, dental, and vision insurance

401K

Continuing education opportunities

Employee assistance program

Job summary

Old National Bank is seeking a Wealth Advisor to serve high net worth clients within its HNW Advisory group. You will lead relationship development, coordinate a team of specialists, and deliver trusted financial planning and investment guidance.

You will collaborate with private bankers, planners, and trust staff to preserve and grow client wealth while maintaining a client-first approach and strong knowledge of markets and strategies.

Qualifications

• 7+ years of wealth management experience with high net worth clients.
• Bachelor's degree required; MBA/CFP/CFA/JD preferred.
• Proven sales and closing skills are essential.

Responsibilities

• Manage a portfolio of high-net-worth client relationships and coordinate with specialists.
• Provide holistic financial planning and investment guidance.
• Develop and expand wallet share with existing relationships; build new business through internal referrals.
• Maintain knowledge of economic trends to advise clients through business cycles.
• Collaborate with Private Bankers, Portfolio Managers, Planners, and Trust staff as quarterback for services.

Skills

Client relationship management

Sales & closing

Communication

Portfolio oversight

Team coordination

Education

Bachelor's degree

MBA/CFP/CFA/JD preferred

Job description

Old National Bank is seeking a Wealth Advisor to serve high net worth clients within its HNW Advisory group. You will lead relationship development, coordinate a team of specialists, and deliver trusted financial planning and investment guidance.

You will collaborate with private bankers, planners, and trust staff to preserve and grow client wealth while maintaining a client-first approach and strong knowledge of markets and strategies.