Job Information
OLD NATIONAL BANK Private Wealth Advisor II in MILWAUKEE, Wisconsin
JOB REQUIREMENTS: Private Wealth Advisor II Job Locations US-WI-Milwaukee Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2024-14694 Workplace Type On Site Overview Old National Bank has been serving clients and communities since 1834. With \$48 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. Our team members are our greatest asset, and we continually invest in their growth and development. We offer 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 are currently seeking a Private Wealth Advisor that will be responsible for relationship development and providing financial and investment guidance and expertise to existing and prospective Wealth clients. Wealth Advisors work as part of a Team of specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, Fixed Income Team, RPS Administrators, and Philanthropy Officers, as appropriate. Key Accountabilities 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 complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies. Proficiency with introductions to in-house insurance experts and other financial resources. Prospect and develop new wealth business to and from internal referrals: Foster productive relationships with business partners in Consumer and Commercial. Work closely with Private Bankers to develop and expand wallet share with existing wealth relationships. Develop external center of influence opportunities outside of 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. Understands the industry and the factors that affect company performance,... For full info follow application link. EOE/Minorities/Females/Vet/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/1C5670F15C324770