Senior Wealth Advisor for High-Net-Worth Planning

Investors Trust Company; Chapel Hill (NC); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

Investors Trust Company in Chapel Hill, NC (in-office) seeks a Wealth Advisor to guide high-net-worth individuals and families through complex financial planning, investment management, and fiduciary services. This senior role emphasizes relationship management and leadership within a collaborative advisory team.

You will maintain client relationships, identify opportunities, coordinate planning with internal partners, and develop new trust and investment relationships, while engaging with

Qualifikationen

• 7+ years of experience in investment-related business development.
• Bachelor’s degree; CFP or CTFA designation required.
• Proven success working with high-net-worth clients.
• Strong communication and relationship management skills.
• Ability to independently develop and grow client relationships and referral networks.

Aufgaben

• 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.
• Coordinate with internal partners to deliver planning and fiduciary services.
• Develop new investment management and trust relationships with high-net-worth individuals, families, and organizations.
• Execute a business development strategy, including outreach to attorneys and CPAs.
• Participate in community and professional organizations to expand presence and influence.
• Stay current on regulatory, tax, and planning developments and communicate insights to clients and team members.
• Ensure trust accounts are administered in accordance with governing documents and fiduciary standards.

Kenntnisse

Relationship management

Business development

Investment management

Communication

Ausbildung

Bachelor's degree

CFP or CTFA designation

Tools

CRM tools

Jobbeschreibung

Investors Trust Company in Chapel Hill, NC (in-office) seeks a Wealth Advisor to guide high-net-worth individuals and families through complex financial planning, investment management, and fiduciary services. This senior role emphasizes relationship management and leadership within a collaborative advisory team.

You will maintain client relationships, identify opportunities, coordinate planning with internal partners, and develop new trust and investment relationships, while engaging with