Private Wealth Advisor

Old National Bank • New Richmond, WI • 7h ago

JOB REQUIREMENTS: Private Wealth Advisor Job Locations US-WI-Amery |
US-WI-New Richmond 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... For full info follow
application link. EOE/Minorities/Females/Vet/Disability ***
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/FAA8E10A5B0F47AB

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