Old National Bank · 2 days ago
Private Wealth Advisor
New Richmond, WI
Full-time
Onsite
Mid Level
$0/yr - $60K/yr
3+ years expOld National Bank is a regional powerhouse that has been serving clients and communities since 1834. They are seeking a Private Wealth Advisor responsible for relationship development, providing financial and investment guidance, and engaging other specialists within the Wealth Group.
BankingFinancial ServicesWealth Management
Responsibilities
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
Provide Advice To Clients Through Financial Planning
Be able to complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies
Proficiency with introductions to in-house insurance experts and other financial resources
Prospect and develop new wealth business to and from internal referrals:
Foster productive relationships with business partners in Consumer and Commercial
Work closely with Private Bankers to develop and expand wallet share with existing wealth relationships
Develop external center of influence opportunities outside of bank
Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:
Consistently researching and developing subject matter expertise to consult clients appropriately
Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area
Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making
Qualification
Required
Bachelor's Degree in Finance, Business or related field
3 years of retail or institutional wealth/investment experience required
Must possess strong relationship building skills including verbal and written communication skills
Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
Must possess excellent sales and closing skills
Series 6 or 7 licenses to sell brokerage products
State Life and Health Insurance Licenses
Ability to build and develop a robust sales pipeline
Preferred
CFP, MBA or Professional designation(s) preferred
Benefits
Medical, dental, and vision insurance
401K
Continuing education opportunities
Employee assistance program
Company
Old National Bank
Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.
1001-5000 employees
H1B Sponsorship
Old National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (5)
2023 (5)
2022 (5)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$400M2024-11-25Post Ipo Equity· $400M
1984-12-04IPO
Leadership Team
James Sandgren
CEO - Commercial Banking
Timothy Burke
President & Chief Operating Officer
Recent News
2026-01-03
Company data provided by crunchbase