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Job description
Wealth Advisor
Investors Trust Company
Chapel Hill, NC (in-office)
Join a highly respected wealth management team where your expertise in financial planning and relationship management will directly influence client success. This is a senior-level opportunity to serve as a trusted advisor to high-net-worth individuals, families, and organizations-guiding complex financial decisions while building lasting, meaningful relationships.
Why You'll Love This Role: Work closely with clients, providing strategic guidance across investment management, trust services, and financial planning
Play a visible, leadership-oriented role within a collaborative and experienced advisory team
Influence and shape planning strategies while serving as a key resource across the organization
Build strong relationships both internally and externally, including with centers of influence such as attorneys and CPAs
Stay at the forefront of industry trends, tax law changes, and fiduciary best practices
What You'll Do: Maintain and deepen relationships with existing and prospective wealth management clients, delivering high-touch, personalized service
Engage regularly with clients to understand evolving needs, uncover opportunities, and strengthen long-term partnerships
Ensure consistent, proactive communication and documentation through CRM tools and workflows
Develop new investment management and trust relationships with high-net-worth individuals, families, businesses, and charitable organizations
Execute an active business development strategy, including outreach to attorneys, CPAs, and other key referral sources
Participate in community and professional organizations to expand presence and influence
Lead and coordinate financial planning and fiduciary activities for clients, collaborating with internal partners
Stay current on regulatory, tax, and planning developments and communicate insights to both clients and team members
Ensure trust accounts are administered in accordance with governing documents and fiduciary standards
What We're Looking For: 7+ years of experience in investment-related business development, ideally within wealth management or trust services
Bachelor's degree required; CFP or CTFA designation required
Demonstrated success working with and marketing to high-net-worth clients
Strong communication, interpersonal, and relationship management skills
Proven ability to independently develop and grow client relationships and referral networks
Solid understanding of financial planning, estate planning, retirement planning, and trust services
High level of integrity, sound judgment, and professionalism
Self-directed approach with the ability to proactively guide clients through complex planning processes
The Company is an equal opportunity employer. As such, the Company offers equal employment opportunities without regard to race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, veteran status and other protected class characteristics.
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Worksite address
chapel hill, NC, 27517, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.