Assoicate Investment Strategy Team Wealth Advisor

Assoicate Investment Strategy Team Wealth Advisor

Job Locations

US-MN-Eagan | US-IN-Indianapolis | US-TN-Nashville | US-KY-Louisville

Category / Function

Trust / Wealth Management

Position Type

Regular Full-Time

Requisition ID

2025-18074

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

Salary Range

The salary range for this position is $00.00 - $48, 000 base / plus commission per year. Final salary will be determined based on factors such as location, experience, skills and qualifications.

We are currently seeking an Associate Investment Strategy Team Wealth Advisor. this position 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.

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.

Creates comprehensive and effective task plans to achieve team goals :

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

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 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.)