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Wealth Manager Jobs in Alabama (NOW HIRING)

OakworthTalent

Wealth Client Advisor

Birmingham, AL · On-site

Wealth Management Oakworth Capital Bank is expanding the team in Birmingham, AL and has an excellent opportunity for someone to join our team! We are looking for a fulltime Wealth Advisor that will ...

Truist

Wealth Advisor III

Homewood, AL · On-site

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...

Truist

Wealth Advisor III

Homewood, AL · On-site

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...

Truist

Wealth Advisor - Huntsville, AL

Huntsville, AL · On-site

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...

Truist

Wealth Advisor - Huntsville, AL

Huntsville, AL · On-site

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...

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Wealth Manager information

See Alabama salary details

$22.2K

$54K

$105.1K

How much do wealth manager jobs pay per year?

As of Sep 12, 2026, the average yearly pay for wealth manager in Alabama is $53,953.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $62,100.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

What does a wealth manager do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

How do wealth managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What are the key skills and qualifications needed to thrive as a wealth manager, and why are they important?

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

Is wealth management a high paying career?

Wealth management can be a high-paying career, especially for experienced professionals who manage large client portfolios and hold relevant certifications like the Certified Financial Planner (CFP). Salaries often include a base salary plus commissions or fees based on assets under management, with top earners making six figures or more annually.
More about Wealth Manager jobs

What are the most commonly searched types of Wealth jobs in Alabama?

The most popular types of Wealth jobs in Alabama are:

What are popular job titles related to Wealth Manager jobs in Alabama?

For Wealth Manager jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Wealth Manager jobs in Alabama look for?

The top searched job categories for Wealth Manager jobs in Alabama are:

What cities in Alabama are hiring for Wealth Manager jobs?

Cities in Alabama with the most Wealth Manager job openings:

Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Alabama as of August 2026, with employment types broken down into 89% Full Time, 9% Part Time, 1% Temporary, and 1% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $53,953 per year, or $25.9 per hour.

Wealth Client Advisor

Birmingham, AL • On-site

OakworthTalent
See more jobs at OakworthTalentexternal

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Job Details

Job Location: Central Alabama - Birmingham, AL 35209

Position Type: Full Time

Education Level: 4 Year Degree Preferred

Job Category: Wealth Management

Oakworth Capital Bank is expanding the team in Birmingham, AL 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.
  • 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
  • 7+ years of experience in the financial industry
  • 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
  • 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
Equal Employment Opportunity

Oakworth is committed to a policy of equal employment opportunity for all associates and applicants in accordance with applicable federal, state, and local law.

Accommodations for Applicants

Accommodations are available upon request for applicants who may need support during the hiring process. If you would like to request an accommodation, please contact talent@oakworth.com and we will be glad to assist.

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