Inv Strat Tm Wealth Advisor

Join to apply for the Inv Strat Tm Wealth Advisor role at Old National Bank
.

Old National Bank has been serving clients and communities since 1834. With over $70 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, while remaining committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals and offer competitive compensation, a comprehensive benefits suite, and opportunities for professional growth.

The Wealth Advisor is responsible for relationship development and providing financial and investment guidance to existing and prospective Wealth clients. In this position, the Wealth Advisor is a member of a team of Advisors serving the mass affluent client segment.

$0 – $48,000 base + commission per year (actual salary varies by responsibilities, qualifications, location, and experience).

• Manage a portfolio of client relationships
  • Conduct regular client meetings to review and update goals, financial information, and investments.
  • Assess client risk tolerance and return goals, and construct an investment portfolio to meet these goals.
  • Rebalance and modify portfolios based on changing circumstances, cash needs, risk tolerance, or market conditions.
• Creates comprehensive and effective task plans to achieve team goals
  • Set clearly defined goals, milestones, and deadlines.
  • Manage assigned tasks with limited guidance.
  • Adjust priorities to meet key deadlines and review progress regularly.
• Maintain an in‑depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle
  • Stay current on developments and trends in relevant technical areas.
  • Use industry knowledge to plan and make informed decisions.

• Planning and Organization – determine action, set priorities, ensure resources for goals.
• Technical Knowledge – apply required technical skills and pursue continuous learning.
• Collaboration – build and maintain reliable relationships to achieve business goals.
• Communication – effectively share information, adapt delivery to audience, and choose suitable methods.
• Client Leadership – put clients at forefront, seek insight, and foster long‑term relationships.

• Bachelor’s degree in finance, business, or related field.
• 3+ years of retail or institutional wealth/investment experience.
• Strong verbal and written relationship‑building skills.
• Knowledge of investment markets, products, and ability to execute strategies.
• Excellent sales and closing skills.
• Series 6 or 7 licenses to sell brokerage products.
• Series 65 to use fee‑based accounts.
• State Life and Health Insurance licenses.
• Ability to build a robust sales pipeline.

• Client Retention
• Client Acquisition

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. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, 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 openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.

Seniority level:
Mid‑Senior level.

Employment type:

Full‑time. Job function:
Finance and Sales. Industries:
Banking.

Join our team!