Wealth Client Advisor

## Description

Oakworth Capital Bank is expanding the team in **Nashville, TN**and has an excellent opportunity for someone to join our team! We are looking for a fulltime **Wealth Advisor** that will play a vital role in helping grow the business, as well as supporting our current & 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 (**G*olden Rule, Character, Innovative Spirit, Professionalism, Work Ethic***).

**Summary:**

The 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:

**Key Roles/Responsibilities:**

• Ensure execution of the Oakworth Model
• Execution of the business development approach
• Build book of business
• Provide extraordinary client experience
• Community Involvement

**Responsibility Details:**

• Evaluates needs of potential clients and offers appropriate financial products and services.
• High focus on client service:
• Relationship management for existing clients, including ongoing and regular client contact and communication with meaningful substance.
• Providing a high level of responsiveness returning calls and emails regarding client inquiries.
• Responsible for providing advice on topics such as personal finance and wealth management – particularly in areas of investments, retirement, cash flow, charitable endeavors, education planning, insurance and estate planning.
• Provide education to the client on the offered investment strategies and conduct client reviews.
• Informs and advises clients of status or enhancements to current portfolio performance and activities within their wealth accounts.
• Promotes and educates clients on established services and collaborates with Banking and Advisory Services to meet client needs.
• Generates new business to assist in meeting team goals:
• Attend Business Development team meetings prepared to contribute.
• Collaborates with banking team regarding Wealth referrals.
• Conducts business development calls on prospective and current clients to assist in meeting established team goals.

**Qualifications and Skills:**

• Bachelor’s degree required
• 7+ years of experience in the financial industry
• CFP, CFA, MBA, or JD would add value to this role
• Proficiency in Black Diamond, eMoney, and Microsoft Dynamics or a similar Client Relationship Management (CRM) platform preferred
• Proficiency in Microsoft Office suite is required
• Excellent Communication Skills – verbal, written, listening
• Team focused (collaborative, works well with others, supports team goals)
• Holistic approach to advising clients & providing solutions
• Drive to source, win, expand relationships
• Knowledgeable/Credible within their field (through experience, education, credentials in applicable area)
• Organizational skills
• Ability to utilize technology resources

**Equal Employment Opportunity**

Oakworth is committed to a policy of equal employment opportunity for all associates and applicants in accordance with applicable federal, state, and local law.

**Accommodations for Applicants**

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 [[email hidden]](mailto:[email hidden]) and we will be glad to assist.

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