Wealth Advisor: Build Portfolios & Plans

Old National Bank; Woodridge (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Continuing Education

Employee Assistance Program

Impact Network Groups

Job summary

Old National Bank is seeking a Private Wealth Advisor to manage client relationships and provide tailored financial guidance within our Wealth Group. You will collaborate with Private Bankers, Trust Officers, and other specialists to deliver integrated investment solutions and planning services for a diverse client base.

The role requires 3+ years in wealth/investment, a Bachelor’s in a related field, and licenses (Series 6/7, Life & Health). A CFP/MBA is preferred.

Qualifications

• Bachelor’s degree in finance, business or a related field is required.
• Minimum 3 years of wealth or investment experience.
• Strong relationship-building and communication skills.
• Working knowledge of investment markets, products and services.
• Excellent sales and closing abilities.
• Series 6 or 7 licenses to sell brokerage products.
• State Life and Health Insurance Licenses.
• CFP, MBA or professional designation preferred.
• Ability to develop and maintain a robust sales pipeline.

Responsibilities

• Manage a portfolio of client relationships and conduct regular reviews.
• Provide financial planning guidance and deliver comprehensive strategies.
• Prospect and develop wealth business through internal referrals and partners.
• Stay informed on economic/market trends to advise clients through cycles.

Skills

Relationship building

Verbal & written communication

Sales & closing

Investment knowledge

Education

Bachelor’s Degree in Finance or related field

Job description

Old National Bank is seeking a Private Wealth Advisor to manage client relationships and provide tailored financial guidance within our Wealth Group. You will collaborate with Private Bankers, Trust Officers, and other specialists to deliver integrated investment solutions and planning services for a diverse client base.

The role requires 3+ years in wealth/investment, a Bachelor’s in a related field, and licenses (Series 6/7, Life & Health). A CFP/MBA is preferred.