Wealth Advisor Associate: Build Lasting Client Wealth

Old National Bank; Terre Haute (IN); On-site; USD 42,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401K

Continuing education opportunities

Employee assistance program

Job summary

Old National Bank is looking for a Private Wealth Advisor in Terre Haute, Indiana. You will be responsible for managing client relationships and providing tailored financial advice while collaborating with other specialists. The position offers a comprehensive benefits suite including medical, dental, vision insurance, and a 401K plan.

Additionally, candidates should have a Bachelor's degree in Finance or related field and at least 3 years of experience in wealth management. The role offers a competitive salary ranging from $42,000 to $48,000 plus commission.

Qualifications

• 3 years of retail or institutional wealth/investment experience preferred.
• Strong relationship building, verbal and written communication skills are essential.
• Working knowledge of investment markets and products.

Responsibilities

• Develop new client relationships and provide financial advice.
• Prepare financial plans to address client goals.
• Collaborate with specialists within the Wealth Group.

Skills

Client Leadership

Planning and Organization

Technical Knowledge

Collaboration

Communication

Client Service

Education

Bachelor’s degree in Finance, Business, or related field

Job description

Old National Bank is looking for a Private Wealth Advisor in Terre Haute, Indiana. You will be responsible for managing client relationships and providing tailored financial advice while collaborating with other specialists. The position offers a comprehensive benefits suite including medical, dental, vision insurance, and a 401K plan.

Additionally, candidates should have a Bachelor's degree in Finance or related field and at least 3 years of experience in wealth management. The role offers a competitive salary ranging from $42,000 to $48,000 plus commission.