Financial Advisor - Old National Bank
Core
Financial Advisor providing investment solutions to bank clients, leveraging LPL Financial's open architecture platform.
Role type
Financial Advisor (IC)
Builds
Client investment solutions and financial plans
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Existing book of business, community reputation
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Service existing book of business, build new client base, create client-specific investment solutions, utilize bank referral system
Seniority
Mid-level, hands-on IC
Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.
