1834 Wealth Advisor III
Old National BankChicago, Illinois, United States
Posted August 14, 2025
77900 - 199000 USD year
Full Time
About the Company
Old National Bank is a regional bank with substantial assets, based in the Midwest, offering financial services including retail banking, commercial banking, wealth management, investments, and brokerage. Since 1834, Old National has maintained the culture of a community bank, focusing on strong client relationships and an inclusive work environment that empowers its team to deliver exceptional service.
Job Description
Old National Bank is seeking a Highly-Net-Worth Wealth Advisor to focus on building and maintaining relationships with high-net-worth clients. The role involves providing investment advice, managing client portfolios, and acting as a trusted advisor within a team of specialists. The company is rooted in its core values of being socially responsible and providing a focused and collaborative work environment.
Requirements
- Manage a portfolio of client relationships
- Assess client’s risk tolerance and return goals
- Complete a basic financial plan and build investment portfolios
- Proficiency with introductions to insurance experts
- Develop external business relationships
- Maintain knowledge of economic and financial conditions
Benefits
- Medical, dental, and vision insurance
- 401K
- Continuing education opportunities
- Employee assistance program