Senior Wealth Advisor for High Net Worth Clients

Old National Bank; Scottsdale (AZ); On-site; USD 98,000 - 199,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401K

Continuing education opportunities

Employee assistance program

Job summary

Old National Bank seeks a Wealth Advisor III in Scottsdale to lead relationships with high net worth clients, coordinating planning, investments and private banking solutions. You will collaborate with a team of specialists to deliver comprehensive advice and build wealth for clients and their families.

The role requires 7+ years in wealth management, a strong referral network, and solid market knowledge. Equal opportunity employer offering competitive benefits and a focus on inclusion.

Qualifications

• 7+ years of wealth management experience with high net worth clients.
• Established network of COIs and referral sources.
• Solid knowledge of investment markets, products and services.
• Proven ability to build and manage a sales pipeline.
• CFP, MBA, CFA or JD are preferred.

Responsibilities

• Manage a portfolio of client relationships and retain clients.
• Provide holistic financial planning and investment guidance.
• Prospect and develop wealth business through internal referrals and partnerships.
• Maintain current knowledge of economic and market trends.

Skills

Client relationship

Sales skills

Investment knowledge

Networking with COIs

Communication

Client leadership

Education

Bachelor's degree

MBA

CFP

CFA

JD

Job description

Old National Bank seeks a Wealth Advisor III in Scottsdale to lead relationships with high net worth clients, coordinating planning, investments and private banking solutions. You will collaborate with a team of specialists to deliver comprehensive advice and build wealth for clients and their families.

The role requires 7+ years in wealth management, a strong referral network, and solid market knowledge. Equal opportunity employer offering competitive benefits and a focus on inclusion.