Private Wealth Advisor, Assoc

Associate Private Wealth Advisor

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.

We are currently seeking an Associate Private Wealth Advisor to join a fast-growing team of Senior Wealth Advisors. The candidate will be expected to develop new client relationships and help cultivate existing ones. They will provide sound financial advice, make investment recommendations, and create, present, and help implement client's goal-based financial plans. They may also collaborate with specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, RPS Administrators, and Philanthropy Officers, as appropriate.

Salary Range: $42,000 - $48,000 / plus commission per year. Final salary will be determined based on factors such as location, experience, skills and qualifications.

• 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 prepare a financial plan to address the client's personal goals and objectives while collaborating with our dedicated financial planning team as needed.
• Prospect and develop new wealth business opportunities: foster productive relationships with Consumer and Commercial business partners.
• Work closely with Private Bankers to deliver a team-based approach to developing and expanding wallet share with existing and prospective wealth relationships.
• Develop partnerships with centers of influence outside of the bank.
• Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle: consistently researching and developing subject matter expertise to consult clients appropriately.
• Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area.
• Understand the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.

• Client Leadership - Puts the client at the forefront of everything they do; continually seeks first‑hand client information and perspective and uses this insight to shape one's own behaviors and actions to delight and engage internal and external clients; makes and maintains long‑term relationships with clients.
• Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
• Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
• Collaboration - Actively seeks, develops, and maintains trusted…