Wealth Client Advisor (Charlotte, NC)

Description

Oakworth Capital Bank is expanding to Charlotte, NC 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 (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.
• 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.
• 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
• 5-10 years of experience in the financial industry 
• CFP, CFA, CTFA, 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

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Qualifications