Strategic Wealth Planning Associate

OakworthTalent; Birmingham (AL); On-site; USD 70,000 - 95,000; Full time

Job summary

Oakworth Capital Bank in Birmingham, AL is seeking a full-time Advanced Planning Associate to support wealth planning for clients with complex financial needs, working with the Head of Wealth Preservation Services and other advisory professionals. The role requires strong analytical, organizational, and communication skills, meticulous data management, and the ability to handle multiple priorities with discretion.

A bachelor's degree in a related field is required; CFP/CPA/JD are preferred.

Qualifications

• Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or related field; advanced degree preferred.
• CFP, CPA, or JD preferred.
• Three to five years of experience in legal services, financial services, wealth management, family office, private banking, accounting or financial planning preferred.
• Experience supporting estate planning and in particular experience planning with closely held businesses a plus.
• Strong analytical, organizational, and problem-solving skills.
• Exceptional 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 when handling confidential client matters.

Responsibilities

• Support the delivery of comprehensive planning strategies and advisory services for clients, families, and prospective clients with complex financial planning needs.
• Coordinate the client experience, ensuring timely execution of planning activities, follow-up actions, and relationship management initiatives.
• Maintain accurate and complete 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 and procedures to improve planning efficiency, consistency, and service delivery.
• Support client requests for planning analyses, reports, and special projects; assist clients with planning-related technology platforms and portals; and ensure planning software integrations and client data remain current and accurate.
• Coordinate planning workflows and service activities to ensure timely completion of deliverables, effective execution of planning engagements, and consistent alignment with Oakworth’s client service model.
• Identify opportunities to enhance processes, workflows, and operational efficiency while partnering with colleagues across the organization to improve service delivery and support exceptional client outcomes.

Skills

Analytical skills

Organizational skills

Problem-solving

Communication skills

Attention to detail

Education

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

Advanced degree such as JD / MBA or Masters preferred

Tools

Planning software

Job description

Oakworth Capital Bank in Birmingham, AL is seeking a full-time Advanced Planning Associate to support wealth planning for clients with complex financial needs, working with the Head of Wealth Preservation Services and other advisory professionals. The role requires strong analytical, organizational, and communication skills, meticulous data management, and the ability to handle multiple priorities with discretion.

A bachelor's degree in a related field is required; CFP/CPA/JD are preferred.