Wealth Management adminstrative Officer

Company: Old National Bank
Location: Moline
Posted on: May 12, 2022

Job Description:

Overview

First Midwest Bank, is now a division of Old National Bancorp (NASDAQ:ONB) with more than $46 billion in total assets, the largest financial services bank holding company headquartered in Indiana and ranks among the top 35 banking companies in the U.S. From its initial acquisition in 1985, Old National continues its traditional community-banking heritage. Old National boasts a 188-year history of solid performance as a result of the company's unfailing commitment to meeting the diverse needs of its clients, team members, and shareholders.

Old National is currently seeking a Wealth Management Administrative Officer IV. This position will assume administrative responsibility for a select group of accounts. Meeting with clients for the purposes of uncovering their needs, primarily focusing on retention as well as expanding client relationships. Other duties and responsibilities will include:

* Maintain accounts in compliance with procedures and applicable state statutes.
* Achieve annual negotiated performance standards
* Assist other Wealth Management Officers as needed with knowledge and insight in various account administration topics
* Financially Profile clients to align investment strategies with their objectives
* Gather client data for the purposes of preparing financial plans/cash flow projections
* Complete all required training sessions for compliance
* Communicate account activities as appropriate with clients or beneficiaries
* Attend and actively participate in sales meetings and other committees as assigned

REQUIRED EDUCATION, EXPERIENCE AND SKILLS:

* Bachelor's degree required, CTFA, J.D., or CFP required
* 10 years of account administration or equivalent experience
* Minimum 5 years prior Wealth Management Officer experience necessary
* Effective public speaking and presentation skills
* Excellent written and verbal communication skills
* Proven sales skills
* PC literate and good knowledge of wealth management account systems

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 Talent Acquisition Director, VP, to fill a specific position.

Keywords: Old National Bank, Moline , Wealth Management adminstrative Officer, Executive , Moline, Illinois