Private Wealth Advisor II

JOB REQUIREMENTS: Private Wealth Advisor II Job LocationsUS-WI-Milwaukee Category/Function Trust/Wealth Management Position TypeRegular Full-Time Requisition ID 2024-14694 Workplace Type On SiteOverview Old National Bank has been serving clients and communitiessince 1834. With over $70 billion in total assets, we are a regionalpowerhouse deeply rooted in the communities we serve. As a trustedpartner, we thrive on helping our clients achieve their goals anddreams, and we are committed to social responsibility and investing inour communities through volunteering and charitable giving. Wecontinually seek highly motivated and talented individuals as our peopleare critical to our success. In return, we offer competitivecompensation with our salary and incentive program, in addition tomedical, dental, and vision insurance. 401K, continuing educationopportunities and an employee assistance program are also included inour benefit suite. Old National also offers a variety of Impact NetworkGroups led by team members who are passionate about driving engagement,creating awareness of diverse backgrounds and experiences, and buildinginclusion across the organization. We offer a unique opportunity to joina growing, community and client-focused company that is firmly rooted inits core values. Responsibilities We are currently seeking a PrivateWealth Advisor that will be responsible for relationship development andproviding financial and investment guidance and expertise to existingand prospective Wealth clients. Wealth Advisors work as part of a Teamof specialists within the Wealth Group, and are responsible for engagingother specialists, including Private Bankers, Trust Officers, FixedIncome Team, RPS Administrators, and Philanthropy Officers, asappropriate. Salary Range The salary range for this position is$00.00 - $60,000 base/ plus commission per year. Final compensationwill be determined by location, skills, experience, qualifications andthe career level at which the position is filled. Key AccountabilitiesManage a portfolio of client relationships: Including, but not limitedto regular client meetings to review and update: client goals, financialinformation and investments. Assess client's risk tolerance and returngoals and construct an investment portfolio designed to meet thesegoals. Construct, rebalance and modify client investment portfoliosbased on changing client circumstances, cash needs, changes in risktolerance, and/or market conditions. Provide Advice to clients throughFinancial Planning: Be able to complete a basic plan and work inconjunction with our dedicated financial planning team to deliver andimplement comprehensive strategies. Proficiency with introductions toin-house insurance experts and other financial resources. Prospect anddevelop new wealth business to and from internal... For full infofollow application link. EOE/Minorities/Females/Vet/Disability APPLICATION INSTRUCTIONS: Apply Online:ipc.us/t/1C5670F15C324770

Created: 2025-12-08