Private Wealth Advisor
Old National BankMinnesota, United States
Posted October 24, 2025
48000 - 48000 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 Private Wealth Advisor to develop and provide financial and investment guidance to clients. This role focuses on building client relationships, creating investment portfolios, and collaborating with financial planning teams. The company emphasizes social responsibility, client focus, and a commitment to valuing diversity in the workplace.
Requirements
- Manage a portfolio of client relationships
- Assess client's risk tolerance and return goals
- Construct, rebalance and modify client investment portfolios
- Provide Advice to clients through Financial Planning
- Develop external center of influence opportunities
- Maintain in-depth knowledge of economic and financial conditions
- Excellent communication skills
- Strong sales and closing skills
- Series 6 or 7 licenses to sell brokerage products
Benefits
- Medical, dental, and vision insurance
- 401K
- Continuing education
- Employee assistance program
- Impact Network Groups