Strategic Wealth Planning Associate

Oakworth Capital Bank; Birmingham (AL); On-site; USD 65,000 - 95,000; Full time

Job summary

Oakworth Capital Bank in Birmingham, AL seeks an Advanced Planning Associate to support delivery of comprehensive wealth planning services for clients with complex financial needs. You will work closely with the Head of Wealth Preservation Services and other advisors to prepare analyses, develop planning strategies, and manage client deliverables with attention to detail.

The ideal candidate will have a relevant degree (CFP/CPA/JD preferred), 3–5 years in financial services, and strong

Qualifications

• Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or related field; advanced degree preferred.
• CFP, CPA, or JD preferred.
• 3–5 years of experience in legal services, financial services, wealth management, family office, private banking, or financial planning.
• Experience supporting estate planning, including experience planning with closely held businesses is a plus.
• Strong analytical, organizational, and problem-solving skills.
• Attention to detail and ability to manage multiple priorities with minimal supervision.
• Excellent written, verbal, and interpersonal communication skills.
• High degree of professionalism and discretion with confidential client matters.

Responsibilities

• Support delivery of comprehensive planning strategies and advisory services for complex financial needs.
• Coordinate client experience with timely planning activities and relationship management.
• Maintain accurate client financial and relationship data across Oakworth systems.
• Assist in the preparation of estate and financial planning analyses, presentations, and client deliverables.
• Develop and enhance workflows to improve planning efficiency and service delivery.
• Identify opportunities to enhance processes, workflows, and operational efficiency.

Skills

Analytical skills

Organizational skills

Problem-solving

Attention to detail

Written and verbal communication

Professionalism

Education

Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or related field

Advanced degree (JD/CPA/CFP) preferred

Job description

Oakworth Capital Bank in Birmingham, AL seeks an Advanced Planning Associate to support delivery of comprehensive wealth planning services for clients with complex financial needs. You will work closely with the Head of Wealth Preservation Services and other advisors to prepare analyses, develop planning strategies, and manage client deliverables with attention to detail.

The ideal candidate will have a relevant degree (CFP/CPA/JD preferred), 3–5 years in financial services, and strong