Old National Bank was established in 1834. Today provide an array of services to our clients which include Community Banking, Investments, and Wealth Management. At Old National, we believe that by helping our associates balance work life with home life, we create a more productive workforce and a stronger company.
The Wealth Advisor is responsible for relationship development and providing financial and investment guidance and expertise to existing and prospective Wealth clients. Wealth Advisors work as part of a Team of specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, Fixed Income Team, RPS Administrators, and Philanthropy Officers, as appropriate.
Key Accountabilities:
Manage a portfolio of client relationships:
Provide Advice to clients through Financial Planning:
Prospect and develop new wealth business to and from internal referrals:
Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:
Key Competencies for Position
Qualifications and Education Requirements
Key Measures of Success/Key Deliverables:
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Talent Acquisition Director, VP, to fill a specific position.
External Job Title: WEALTH ADVISOR
Requisition ID: 1
Street: 100 N 2nd St
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