Private Wealth Advisor - Twin West Suburbs

Overview

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, 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. In return, we offer competitive compensation, medical, dental and vision insurance, 401(k), continuing education opportunities and an employee assistance program. Old National also offers Impact Network Groups that bring together team members passionate about driving engagement, promoting diversity, and building inclusion.

We are currently seeking a Private Wealth Advisor who will develop relationships and provide financial and investment guidance to existing and prospective Wealth clients. You will work as part of a team of specialists within the Wealth Group and collaborate with Private Bankers, Trust Officers, Fixed Income Team, RPS Administrators, and Philanthropy Officers as appropriate.

Key Accountabilities:

• Manage a portfolio of client relationships, including regular meetings to review and update client goals, financial information and investments.
• Assess client’s risk tolerance and return goals and construct an investment portfolio to meet these goals.
• Rebalance and modify client investment portfolios based on changing circumstances, cash needs, risk tolerance and market conditions.

Provide Advice Through Financial Planning:

• Complete a basic plan and work with our financial planning team to deliver comprehensive strategies.
• Coordinate introductions to in‑house insurance experts and other financial resources.

Prospect and Develop New Wealth Business:

• Foster productive relationships with business partners in Consumer and Commercial.
• Work closely with Private Bankers to expand wallet share with existing wealth relationships.
• Develop external center‑of‑influence opportunities outside the bank.

Maintain Knowledge of Economic and Financial Conditions:

• Research and develop subject‑matter expertise to consult clients appropriately.
• Stay current on developments and trends in relevant technical/professional areas.
• Apply industry knowledge to planning and decision‑making.

The salary range for this position is $0–$60,000 base plus commission per year. Base salary varies by responsibility level, skills, professional experience, education, and geographic location.

• Client Leadership – Puts the client first, continuously gathers client insight, and builds long‑term relationships.
• Planning and Organization – Sets priorities, allocates resources, and achieves goals.
• Technical Knowledge – Performs role effectively and embraces new trends.
• Collaboration – Builds trusted relationships to achieve business objectives.
• Communication – Shares information effectively, tailoring delivery to audiences.

• Bachelor’s Degree in Finance, Business, or related field.
• 3 years of retail or institutional wealth/investment experience.
• Strong relationship‑building, verbal and written communication skills.
• Working knowledge of investment markets, products, and strategies.
• Excellent sales and closing skills.
• Series 6 or 7 licenses to sell brokerage products.
• State Life and Health Insurance licenses.
• CFP, MBA, or other professional designation(s) preferred.
• Ability to build a robust sales pipeline.

Old National is proud to be an equal‑opportunity employer focused on fostering an inclusive workplace. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, protected veteran status, disability status, sexual orientation, gender identity or any other protected characteristic.

We do not accept resumes from external staffing agencies or independent recruiters 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: optimistic, collaborative, inclusive, agile, ethical. We are Old National Bank. Join our team!