Wealth Advisor III

Position: 1834 Wealth Advisor III
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 The HNW Advisory group is a business designed for clients with diverse and complex financial priorities; those with a need for robust planning, asset management, estate or trust services, and private banking who are focused on preserving and building wealth.
The Wealth Advisor is responsible for relationship development and coordinating and providing trusted advice, guidance and expertise to existing and prospective High Net Worth clients.  Wealth Advisors work as the quarterback with a team of specialists within the Wealth Group (i.e., Private Bankers, Portfolio Managers, Planners, RPS Administrators, Trust Administrators and Philanthropy Officers, as appropriate), and are responsible for engaging other specialists as needed.  

By acting as quarterback for these services, the Relationship Manager relieves the family of the burden of doing so themselves.  The Relationship Manager monitors, implements, and coordinates these services. Salary Range The salary range for this position is $98,400 - $199,000 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 Within the team-based coverage model, the Relationship Manager’s key accountabilities include:
Manage a portfolio of client relationships:
Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs. Utilize interactive and analytical skills to understand client needs and develop a clear perspective on the client’s situation to offer solutions that meet their objectives or address specific concerns. 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:
Ability to effectively present investment strategies to clients and maintain a holistic approach to planning. Collaborate in conjunction with our dedicated financial planning team to deliver and implement comprehensive…