Old National Bank is honored to be named one of the World's Most Ethical Companies for the 10th consecutive year!
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.
The Wealth Planner works with Private Bankers and Wealth Advisors to develop financial plans that provide honest, objective, and relevant advice based upon a comprehensive planning process. This may include reviewing plans completed by Private Bankers or Advisors, assisting them to create and present plans to clients, and in some circumstances, creating plans independently. The Wealth Planner serves as an advocate for planning and is a subject matter expert in one or more areas of wealth planning. The Wealth Planner assists each Private Banker or Wealth Advisor to provide relevant objective advice to clients and prospects.
Key Accountabilities
Create and Deliver Plans to Clients
Partner with the Private Bankers and Wealth Advisors in a consultative process with the client, to better understand the client's current financial situation, goals, priorities and concerns and to assist with determining the most appropriate planning delivery.
Review and, where needed, assist, with the development of high quality and objective plans by the Private Bankers and Wealth Advisors in the Mass Affluent and Affluent segments. Such plans may include Retirement needs
Insurance needs
Income tax strategies
Social Security
College education costs
Long-term care insurance
Create and, together with the Advisor, deliver comprehensive, holistic, and integrated complex plans that are tailored to the client's unique situation and goals, focusing on the following areas:
Cash flow and lifestyle planning
Executive compensation
Philanthropy
Estate and wealth transfer planning
Business transition planning
High-end tax planning
Partner with Advisors
Attend client meetings to gather client information and present plans to clients, in partnership with Private Bankers or Wealth Advisors.
Create and implement client presentations focused on subjects affecting clients in partnership with Private Bankers and Wealth Advisors.
Focus on improving client satisfaction and retention and prospect for new clients.
Operational Oversight
Stay abreast of changes in financial laws, strategies, and opportunities that can apply to client situations and incorporating these into new financial plans.
Leader in instilling a culture around goals-based planning.
Provide a framework for financial plans, including templates and defaults that assist the user in creating consistent assumptions and recommendations for clients throughout the footprint as needed.
Review each financial plan in personal book of business to make sure it is complete accurate, compliant with current legal regulations, ONB standards, and industry guidelines.
Monitor the planning process and make improvements and updates as needed.
Create and manage workflow to assess the progress of plan delivery.
Coordinate development for new projects relating to financial planning.
Key Competencies for Position
Technical Knowledge - comprehensive depth and breadth of financial and tax planning; proficient use of financial planning software.
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcomes; educates and provides clients with new solutions, ideas and insights.
Culture and Values - builds relationships, establishes trust, credibility and respect.
Qualifications and Education Requirements
Bachelor's degree required.
CFP ® , JD, CPA, or similar preferred.
Years of Experience: 5+ years in financial, tax, and/or estate planning related work.
Significant experience working with financial planning software, MoneyGuidePro and/or eMoney preferred.
Strong verbal and written communication skills, including the ability to articulate complex planning topics in an easily understandable manner.
Strong interpersonal skills and attention to detail, as well as organizational and time management skills.
Ability to develop relationships with other professionals in the community.
Must be able to travel offsite to client meetings and stay overnight as needed.
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.
