About this role
Wealth Client Advisor at Oakworth Capital Bank. Location: Brentwood, Tennessee, United States. Role: Build book, Provide service, Develop relationships Requirements: 7+ years financial industry experience; bachelor’s degree; CFP, CFA, MBA, or JD valued; CRM and MS Office proficiency. Category: Finance and Accounting Seniority: Mid Level Tools: Black Diamond, eMoney, Microsoft Dynamics, Microsoft Office Certifications: cfp, cfa, mba, jd Commitment: Full Time Workplace: Onsite Languages: English