1834 Wealth Advisor, Associate

Old National Bank has been serving clients and communities since 1834. With $50 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.

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. A unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

We are currently seeking an Associate Wealth Advisor that works closely with a team of specialists within Wealth Management and other Wealth Advisors to gain a thorough understanding of the uses and applications of the full range of Old National's products and services. This position will engage with and learn from Private Bankers, Trust Officers, Fixed Income Team, RPS Administrators, and Philanthropy Officers, as appropriate. The incumbent will leverage their acquired knowledge and networking skills to provide clients with comprehensive and highly individualized financial services and investment strategies.

Salary Range

The salary range for this position is $54,000 - $102,000 per year. Final salary will be determined based on factors such as location, experience, skills and qualifications.

Key Accountabilities:

Develop Knowledge and Experience in Client Portfolio Management:

* Deliver outstanding client service by participating in regular client meetings with other Wealth Advisors to review and update client goals, financial information, and investments.
* Develop knowledge of portfolio construction - determining implementation vehicles such as separate accounts, mutual funds, ETFs, partnerships, closed-end funds and structured products
* Work with Wealth Advisors and financial planning team to implement financial plan recommendations.
* Support the presentation of client advice when appropriate to individual client situations and in line with the firm's planning processes, investment strategy and fiduciary standard.
* Develop and expand knowledge across all functions of financial planning, including cash flow management, investments, insurance, tax strategy, retirement analysis and estate planning.

Develop the ability to provide advice to clients through Financial Planning:

* Participate in the presentation of investment strategies to clients with other Wealth Advisors.
* Learn from and collaborate with the Financial Planning team to deliver and implement comprehensive strategies.
* Develop an understanding of and the ability to determine the factors surrounding and defining the client's wealth, including personal/family objectives, family structure, investment knowledge, sources of wealth, structure of financial holdings and liquidity needs
* Learn to assess opportunities and determine alternatives and solutions to meet client needs.

Develop Relationship Management and Client Prospecting skills:

* Learn how to deliver client presentations through hands-on participation in client meetings with Wealth Advisors and business partners in Commercial and Private Banking.
* Learn to how to become "referable" through the cultivation of strong productive working relationships with business partners in Commercial, Consumer, and Private Banking.
* Build a strong network by participating in community affairs, activities, and organizations to maintain visibility and increase the visibility of Old National's Wealth Management brand.

Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:

* Consistent research and develop subject matter expertise to consult clients appropriately.
* Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area.
* Develop an understanding of the industry and the factors that affect company performance, utilize industry knowledge in planning and decision-making.

Key Competencies for Position:

* Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
* Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
* Collaboration - Actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives.
* Communication - Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
* Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.

Qualifications and Education Requirements

* Bachelor's Degree in Finance, Business or related field
* Ability to obtain CFP, CFA, MBA or Professional designation(s)

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 Director of Talent Acquisition, SVP, to fill a specific position.

Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.

We are Old National Bank. Join our team!