Inv Strat Tm Wealth Advisor

Location: Indianapolis

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. 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

The Wealth Advisor is responsible for relationship development and providing financial and investment guidance to existing and prospective Wealth clients. In this position, the Wealth Advisor is a member of a team of Advisors serving the mass affluent client segment.

Key Accountabilities.

Manage a portfolio of client relationships:

• Regular client meetings to review and update client goals, financial information, and investments.
• Assess client 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.

Creates comprehensive and effective task plans to achieve team goals:

• Sets clearly defined goals, milestones, and deadlines.
• Manages assigned tasks with limited guidance/supervision.
• Adjust priorities to make sure key deadlines are met.
• Regularly reviews progress and seeks ways to accomplish work more efficiently.

Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:

• Maintain knowledge of current developments and trends in all relevant technical knowledge areas.
• Understanding the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.

Key Competencies for Position:

• 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 relationships with others to achieve business goals and objectives.
• Communication – Effectively shares information and ideas with individuals and teams; displays self‑awareness and self‑management, tailors the delivery to the audience and selects suitable delivery methods.
• 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.

Qualifications and

Education Requirements:

• Bachelor's degree in finance, Business, or related field
• 3 years of retail or institutional wealth/investment experience required
• Must possess strong relationship building skills including verbal and written communication skills
• Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
• Must possess excellent sales and closing skills
• Series 6 or 7 licenses to sell brokerage products
• Series 65 to use fee‑based accounts
• State Life and Health Insurance Licenses
• Ability to build and develop a robust sale pipeline

Key Measures of Success/Key Deliverables:

• Client Retention
• Client…