Wealth Advisor

Investors Trust Company; Chapel Hill (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Relationship management

Business development

Investment management

Communication

Education

Bachelor's degree

CFP or CTFA designation

Tools

CRM tools

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.

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.