Private Wealth Advisor II
Old National BankIndianapolis, Indiana, United States
Posted November 10, 2025
60000 - 60000 USD year
Full Time
About the Company
Old National Bank is a regional powerhouse deeply rooted in the communities we serve. We are a trusted partner, committed to social responsibility and investing in our communities through volunteering and charitable giving.
Job Description
Old National Bank is seeking a Private Wealth Advisor II to manage a portfolio of client relationships, provide financial and investment guidance, and develop new wealth business. The successful candidate will have a Bachelor's Degree in Finance, Business, or a related field and 3 years of retail or institutional wealth/investment experience.
Requirements
- Manage a portfolio of client relationships
- Provide financial and investment guidance
- Develop new wealth business
- Assess client's risk tolerance and return goals
- Construct an investment portfolio designed to meet client goals
- Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions
- Provide advice to clients through financial planning
- Prospect and develop new wealth business
- Maintain an in-depth knowledge of economic and financial conditions
- Have strong relationship building skills
- Have excellent sales and closing skills
- Have a working knowledge of investment markets, products and services
Benefits
- Competitive compensation with salary and incentive program
- Medical, dental, and vision insurance
- 401K
- Continuing education opportunities
- Employee assistance program
- Impact Network Groups