Wealth Client Advisor

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    "description": "<p style=\"margin-left:0in; margin-right:0in\"><span style=\"font-family:Arial,Helvetica,sans-serif\">Oakworth Capital Bank is expanding the team in <strong>Birmingham, AL&nbsp;</strong>and has an excellent opportunity for someone to join our team! We are looking for a <u>fulltime</u><strong> Wealth Advisor</strong> that will play a vital role in helping grow the business, as well as supporting our current &amp; future clients. An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (<strong>G<em>olden Rule, Character, Innovative Spirit, Professionalism, Work Ethic</em></strong>).</span></p>\n\n<p style=\"margin-left:0in; margin-right:0in\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><strong>Summary: </strong><br />\nThe Wealth Client Advisor would provide the highest level of client experience through personalized wealth services to Oakworth clients in a collaborative team environment. This role is responsible for serving current relationships and leading the development of new client relationships, in addition to a variety of tasks including those listed below:<em> </em></span></p>\n\n<p style=\"margin-left:0in; margin-right:0in\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><strong>Key Roles/Responsibilities: </strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Ensure execution of the Oakworth Model</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Execution of the business development approach</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Build book of business</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Provide extraordinary client experience</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Community Involvement</span></li>\n</ul>\n\n<p style=\"margin-left:0in; margin-right:0in\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><strong>Responsibility Details: </strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Evaluates needs of potential clients and offers appropriate financial products and services. </span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">High focus on client service: </span>\n\t<ul style=\"list-style-type:circle\">\n\t\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Relationship management for existing clients, including ongoing and regular client contact and communication with meaningful substance. </span></li>\n\t\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Providing a high level of responsiveness returning calls and emails regarding client inquiries. </span></li>\n\t</ul>\n\t</li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Responsible for providing advice on topics such as personal finance and wealth management &ndash; particularly in areas of investments, retirement, cash flow, charitable endeavors, education planning, insurance and estate planning. </span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Provide education to the client on the offered investment strategies and conduct client reviews. </span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Informs and advises clients of status or enhancements to current portfolio performance and activities within their wealth accounts. </span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Promotes and educates clients on established services and collaborates with Banking and Advisory Services to meet client needs. </span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Generates new business to assist in meeting team goals: </span>\n\t<ul style=\"list-style-type:circle\">\n\t\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Attend Business Development team meetings prepared to contribute. </span></li>\n\t\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Collaborates with banking team regarding Wealth referrals. </span></li>\n\t\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Conducts business development calls on prospective and current clients to assist in meeting established team goals. </span></li>\n\t</ul>\n\t</li>\n</ul>\n\n<p style=\"margin-left:0in; margin-right:0in\">&nbsp;</p>\n\n<p style=\"margin-left:0in; margin-right:0in\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><strong>Qualifications and Skills:</strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Bachelor&rsquo;s degree required</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">7+ years of experience in the financial industry </span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">CFP, CFA, MBA, or JD would add value to this role</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Proficiency in Black Diamond, eMoney, and Microsoft Dynamics or a similar Client Relationship Management (CRM) platform preferred</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Proficiency in Microsoft Office suite is required</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Excellent Communication Skills &ndash; verbal, written, listening</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Team focused (collaborative, works well with others, supports team goals)</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Holistic approach to advising clients &amp; providing solutions </span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Drive to source, win, expand relationships </span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Knowledgeable/Credible within their field (through experience, education, credentials in applicable area) </span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Organizational skills </span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Ability to utilize technology resources </span></li>\n</ul>\n\n<p>&nbsp;</p>\n\n<p>Oakworth has been recognized as a Best Bank to Work For by American Banker Magazine for the last nine years, with six of those holding the top spot &amp; ranking #2 in 2024 and 2025.&nbsp; To learn more about our story and what makes Oakworth unique, visit https://www.oakworth.com/.</p>\n\n<p>If you are interested in this excellent opportunity, please send your resume to [email protected].&nbsp;&nbsp;</p>\n\n<p>#LI-DNI</p>\n\n<p><strong>Proposed Equal Employment Opportunity</strong></p>\n\n<p>Oakworth is committed to a policy of equal employment opportunity for all associates and applicants in accordance with applicable federal, state, and local law.</p>\n\n<p><strong>Accommodations for Applicants</strong></p>\n\n<p>Accommodations are available upon request for applicants who may need support during the hiring process. If you would like to request an accommodation, please contact&nbsp;<a href=\"mailto:[email protected]\">[email protected]</a>&nbsp;and we will be glad to assist.</p>\n",
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