About this role
Wealth Client Advisor at Oakworth Capital Bank. Location: Birmingham, Alabama, United States. Role: Client service, Relationship building, Financial guidance Requirements: Bachelor’s degree required; 7+ years in financial industry; CFP/CFA/MBA/JD valued; CRM and MS Office proficiency; excellent communication and teamwork. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, CRM (general), Black Diamond, eMoney Commitment: Full Time Workplace: Onsite Languages: English