Financial Planner

Financial Planner Investors Title Insurance Company - 3.6 Chapel Hill, NC Job Details Full-time Qualifications Customer relationship building Business development Bachelor's degree Relationship management Business development within finance Financial services Estate planning Stakeholder relationship building Financial retirement planning Full Job Description Financial Planner 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. #33185701 #LI-onsite