Overview

Old National Bank was established in 1834. Today, we are the largest financial services holding company headquartered in Indiana. We provide an array of services to our clients which include Community Banking, Investments, and Wealth Management. At Old National we believe that by helping our associates balance work life with home life, we create a more productive workforce and a stronger company.

In 2020, Ethisphere Institute announced Old National Bank as one of the World's Most Ethical Companies for the ninth consecutive year.

The Wealth Advisor is responsible for relationship development and providing financial and investment guidance to existing and prospective Wealth clients. Wealth Advisors working with the Mass Affluent work remotely and are non-client facing. They work as part of a Team of Advisors within the Wealth Group, servicing the Mass Affluent community (clients with $250,000 of investable assets).

Key Duties

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


• Assess and construct client's risk tolerance, return goals and design an investment portfolio to rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions


• 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 knowledge of current developments and trends in all relevant technical knowledge area


• Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making

Qualifications

• 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


• State Life and Health Insurance Licenses


• Ability to build and develop a robust sales pipeline

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Talent Acquisition Director, VP, to fill a specific position.