Senior Wealth Advisor: Grow Client Relationships

OakworthTalent; Birmingham (AL); On-site; USD 80,000 - 120,000; Full time

Job summary

OakworthTalent is looking for a fulltime Wealth Advisor in Birmingham, AL to help grow the business and support clients. This role emphasizes client experience through personalized wealth services and involves building and managing client relationships.

The ideal candidate will have a Bachelor’s degree, 7+ years in finance, and be familiar with investment strategies and financial products. Proficiency in tools like Black Diamond and Microsoft Office is necessary.

Qualifications

• 7+ years of experience in the financial industry.
• Ability to utilize technology resources effectively.
• Holistic approach to advising clients & providing solutions.

Responsibilities

• Ensure execution of the Oakworth Model.
• Build book of business and provide extraordinary client experience.
• Evaluate needs of potential clients and offer appropriate financial products.

Skills

Excellent Communication Skills

Collaboration

Organizational skills

Proficiency in Microsoft Office suite

Knowledgeable/Credible within their field

Education

Bachelor’s degree

CFP, CFA, MBA, or JD

Tools

Black Diamond

eMoney

Microsoft Dynamics

Job description

OakworthTalent is looking for a fulltime Wealth Advisor in Birmingham, AL to help grow the business and support clients. This role emphasizes client experience through personalized wealth services and involves building and managing client relationships.

The ideal candidate will have a Bachelor’s degree, 7+ years in finance, and be familiar with investment strategies and financial products. Proficiency in tools like Black Diamond and Microsoft Office is necessary.