Private Wealth Advisor
Old National BankWisconsin, United States
Posted November 10, 2025
60000 - 60000 USD year
Full Time
About the Company
Old National Bank has been serving clients and communities since 1834, with a focus on social responsibility and investing in our communities through volunteering and charitable giving.
Job Description
Old National Bank seeks a Private Wealth Advisor to develop and maintain relationships with existing and prospective wealth clients, providing financial and investment guidance and expertise. The ideal candidate will have 3 years of retail or institutional wealth/investment experience, a Bachelor's Degree in Finance, Business, or a related field, and strong relationship building skills.
Requirements
- Manage a portfolio of client relationships
- Assess client's risk tolerance and return goals and construct an investment portfolio
- Provide advice to clients through financial planning
- Prospect and develop new wealth business
- Maintain an in-depth knowledge of economic and financial conditions
- Foster productive relationships with business partners in Consumer and Commercial
- Develop external center of influence opportunities outside of bank
Benefits
- Competitive compensation with salary and incentive program
- Medical, dental, and vision insurance
- 401K
- Continuing education opportunities
- Employee assistance program