Oakworth Capital Bank · 4 hours ago
Wealth Client Advisor (Charlotte, NC)
Central Carolinas - Charlotte, NC 28210
Full-time
Onsite
Senior Level
7+ years expOakworth Capital Bank is expanding the team in 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.
BankingFinancial ServicesVenture CapitalWealth Management
Responsibilities
Ensure execution of the Oakworth Model
Execution of the business development approach
Build book of business
Provide extraordinary client experience
Community Involvement
Evaluates needs of potential clients and offers appropriate financial products and services
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
Qualification
Required
Bachelor's degree required
7+ years of experience in the financial industry
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
Preferred
CFP, CFA, 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
Company
Oakworth Capital Bank
Oakworth Capital Bank is an investment management company focused on providing custom banking and wealth management solutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$35.69M2022-08-19Debt Financing· $35M
2021-03-01Undisclosed· $0.47M
2016-01-27Undisclosed· $0.21M
Leadership Team
Scott Reed
Chief Executive Officer
Recent News
2025-11-20
Company data provided by crunchbase