Wealth Client Advisor

Brentwood, TN - USA

Monthly Salary: Not Disclosed

Posted on: 16 hours ago

Vacancies: 1 Vacancy

Job Summary

Description

Oakworth Capital Bank is expanding the team in Nashville TNand 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 (Golden 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:

Bachelors 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 and we will be glad to assist.

#LI-DNI

Required Experience:

Unclear Seniority

DescriptionOakworth Capital Bank is expanding the team in Nashville TNand 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 cand...