Private Wealth Advisor

Old National Bank • Amery, WI • 22h ago

JOB REQUIREMENTS: Private Wealth Advisor Job Locations US-WI-Amery
Category/Function Trust/Wealth Management Position Type Regular
Full-Time Requisition ID 2025-18645 Workplace Type On Site Overview Old
National Bank has been serving clients and communities since 1834. With
over \$70 billion in total assets, we are a regional powerhouse deeply
rooted in the communities we serve. As a trusted partner, we thrive on
helping our clients achieve their goals and dreams, and we are committed
to social responsibility and investing in our communities through
volunteering and charitable giving. We continually seek highly motivated
and talented individuals as our people are critical to our success. In
return, we offer competitive compensation with our salary and incentive
program, in addition to medical, dental, and vision insurance. 401K,
continuing education opportunities and an employee assistance program
are also included in our benefit suite. Old National also offers a
variety of Impact Network Groups led by team members who are passionate
about driving engagement, creating awareness of diverse backgrounds and
experiences, and building inclusion across the organization. We offer a
unique opportunity to join a growing, community and client-focused
company that is firmly rooted in its core values. Responsibilities We
are currently seeking a Private Wealth Advisor that will be 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. Salary Range The salary range
for this position is \$0 - \$60,000 base/plus commission per year. The
base salary indicated for this position reflects the compensation range
applicable to all levels of the role across the United States. Actual
salary offers within this range may vary based on a number of factors,
including the specific responsibilities of the position, the
candidate\'s relevant skills and professional experience, educational
qualifications, and geographic location. Key Accountabilities Manage a
portfolio of client relationships: Including, but not limited to regular
client meetings to review and update: client goals, financial
information and investments. Assess client\'s risk tolerance and return
goals and construct an investment portfolio designed to meet these
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: Be able to complete a basic plan and work in
conjunction with our... For full info follow application link.
EOE/Minorities/Females/Vet/Disability *** APPLICATION
INSTRUCTIONS: Apply Online: ipc.us/t/FAA8E10A5B0F47AB

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