1834 Wealth Advisor

1834 Wealth Advisor

Job Locations

US-FL

Category / Function

Trust / Wealth Management

Position Type

Regular Full-Time

Requisition ID

2025-18555

Workplace Type

On Site

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 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. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Responsibilities

Job Summary

The HNW Advisory group is a business designed for clients with diverse and complex financial priorities; those with a need for robust planning, asset management, estate or trust services, and private banking who are focused on preserving and building wealth.

The Wealth Advisor is responsible for relationship development and coordinating and providing trusted advice, guidance and expertise to existing and prospective High Net Worth clients. Wealth Advisors work as the quarterback with a team of specialists within the Wealth Group (i.e., Private Bankers, Portfolio Managers, Planners, RPS Administrators, Trust Administrators and Philanthropy Officers, as appropriate), and are responsible for engaging other specialists as needed. By acting as quarterback for these services, the Relationship Manager relieves the family of the burden of doing so themselves. The Relationship Manager monitors, implements, and coordinates these services.

Salary Range

The salary range for this position is $81,700 - $165,100 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.

Key Accountabilities

Within the team-based coverage model, the Relationship Manager's key accountabilities include :

Manage a portfolio of client relationships :

Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.

• Utilize interactive and analytical skills to understand client needs and develop a clear perspective on the client's situation to offer solutions that meet their objectives or address specific concerns.
• 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 :

Prospect and develop new wealth business to and from internal referrals :

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

Key Competencies for Position

Qualifications and Education Requirements

Key Measures of Success / Key Deliverables :

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!

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If you're qualified for a position but need additional help with the application because of a disability, please email HRservices@oldnational.com (This email will respond to accommodation requests only.)