About this role
Private Wealth Advisor II at Old National Bank. Location: Grand Rapids, Michigan, United States. Role: Managing portfolio, Providing advice, Developing business Requirements: Bachelor’s in finance or related field; 3 years wealth/investment experience; strong client relationship skills; Series 6/7 licenses; Life/Health licenses; CFP or MBA preferred. Category: Finance and Accounting Seniority: Mid Level Certifications: series 6 or 7s, life and health insurances, cfp, mba Commitment: Full Time Workplace: Onsite Languages: English