Wealth Advisor Position Available In Wake, North Carolina
Tallo's Job Summary: Investors Trust Company in Raleigh, NC is recruiting a Wealth Advisor to drive business development, manage portfolios, and serve high-net-worth clients. The role requires 5+ years in wealth management, a bachelor's degree, and strong communication skills. This client-facing position offers a collaborative culture, professional development, work-life balance, and competitive benefits.
Job Description
Job Description:
Wealth AdvisorInvestors Trust CompanyRaleigh, NC – In-OfficeAreyou a seasoned financial professional who thrives on buildingtrusted relationships and delivering tailored investmentstrategies? If you’re ready to bring your expertise to aclient-focused, growth-oriented firmthis could be your next greatmove.
Investors Trust Company is seeking a high-performing WealthAdvisor to join our Raleigh team. In this client-facing role, youlldrive business development, manage sophisticated portfolios, andserve as a trusted partner to high-net-worth individuals, families,foundations, and institutions.
At Investors Trust, we offer morethan just a seat at the tablewe provide a dynamic and collaborativeculture, personalized professional development, real work/lifebalance, and best-in-class benefits.
What Youll Do:
Serve as aprimary client advisor, developing investment management and/ortrust relationships with high-net-worth clients, business owners,and charitable organizations. Actively prospect and engage newclients through an established network of centers of influence andcommunity involvement. Partner closely with our President and ChiefInvestment Officer to craft marketing strategies and enhance clientcommunications. Oversee the design, implementation, and performanceof customized investment portfolios aligned with each clientsunique goals and market conditions. Deliver a proactive clientservice experience, identifying new opportunities and ensuringhigh-touch, regular communication. Stay on top of market andeconomic trends to inform portfolio decisions and provide thoughtleadership to clients. Ensure accurate documentation andcompliance, escalating risks when necessary.
What You Bring:
5+years of experience in investment-related business development orwealth management. Bachelor’s degree required; MBA or professionalcredentials such as CFA, CFP, or CTFA strongly preferred. Provensuccess in cultivating and growing relationships withhigh-net-worth clients. Exceptional interpersonal and communicationskills, with a natural ability to build trust and influence.
Entrepreneurial drive and confidence in independently growing abook of business. Community involvement and board experience highlyvalued.
The Company is an equal opportunity employer. As such, theCompany offers equal employment opportunities without regard torace, color, religion, sex (including pregnancy), national origin,age, disability, genetic information, veteran status and otherprotected class characteristics.#33185701by Jobble
