Strategic Wealth Planning Associate
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant, Financial Analyst
Oakworth Capital Bank in Birmingham, AL is seeking a full-time Advanced Planning Associate to support wealth planning for clients with complex financial needs, working with the Head of Wealth Preservation Services and other advisory professionals. The role requires strong analytical, organizational, and communication skills, meticulous data management, and the ability to handle multiple priorities with discretion.
A bachelor's degree in a related field is required; CFP/CPA/JD are preferred.
As a Strategic Wealth Planning Associate, you will play an important part at Oakworth Talent in Birmingham, AL, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 70.000 - 95.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Strategic Wealth Planning Associate role in the description above.
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