Private Wealth Advisor II

Old National Bank • Milwaukee, WI • 2h ago

JOB REQUIREMENTS: Private Wealth Advisor II Job Locations
US-WI-Milwaukee Category/Function Trust/Wealth Management Position Type
Regular Full-Time Requisition ID 2024-14694 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
\$00.00 - \$60,000 base/ plus commission per year. Final compensation
will be determined by location, skills, experience, qualifications and
the career level at which the position is filled. 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 dedicated financial planning team to deliver and
implement comprehensive strategies. Proficiency with introductions to
in-house insurance experts and other financial resources. Prospect and
develop new wealth business to and from internal... For full info
follow application link. EOE/Minorities/Females/Vet/Disability
*** APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/1C5670F15C324770

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