Wealth Management adminstrative Officer
Company: Old National Bank
Location: Moline
Posted on: May 12, 2022
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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
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