Senior Wealth Advisor: Grow Client Relationships

OakworthTalent

Birmingham, AL

JOB DETAILS
SKILLS
Business Growth, Business Support, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Finance, Financial Strategy, Investment Strategy, Microsoft Office
LOCATION
Birmingham, AL
POSTED
1 day ago

OakworthTalent is looking for a fulltime Wealth Advisor in Birmingham, AL to help grow the business and support clients. This role emphasizes client experience through personalized wealth services and involves building and managing client relationships.The ideal candidate will have a Bachelor's degree, 7+ years in finance, and be familiar with investment strategies and financial products. Proficiency in tools like Black Diamond and Microsoft Office is necessary.#J-18808-Ljbffr

About the Company

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OakworthTalent