Indiana Disability Jobs

Mobile Indiana Career Connect Logo

Job Information

Old National Bank WEALTH ADVISOR - 2020-6060 in Muncie, Indiana

OverviewOld 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.In 2020, Ethisphere Institute announced Old National Bank as one of the World's Most Ethical Companies for the eighth consecutive year.Old National is seeking a High Net Worth Wealth Advisor. This position will be responsible for relationship development and providing financial and investment guidance and expertise to existing and prospective High Net Worth 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: Ability to effectively present investment strategies to clients and maintain a holistic approach to planning.Collaborate 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.Assess opportunities and determine alternatives and solutions to meet client needs.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.Build a strong network by participating in community affairs, activities, and organizations to maintain visibility and enhance the business development function.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, uses 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 field3 years of retail or institutional wealth/investment

DirectEmployers