Financial Planning Associate

OakworthTalent

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. #J-18808-Ljbffr

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Vacancy posted 7 hours ago

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