Wealth Advisor

Company: Investors Title Insurance Company
Location: Raleigh
Posted on: May 6, 2025

Job Description:

Wealth Advisor

The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
Investors Trust Company
Raleigh, NC - In-Office

Are you a seasoned financial professional who thrives on building trusted relationships and delivering tailored investment strategies? If you're ready to bring your expertise to a client-focused, growth-oriented firm-this could be your next great move.

Investors Trust Company is seeking a high-performing Wealth Advisor to join our Raleigh team. In this client-facing role, you'll drive business development, manage sophisticated portfolios, and serve as a trusted partner to high-net-worth individuals, families, foundations, and institutions.

At Investors Trust, we offer more than just a seat at the table-we provide a dynamic and collaborative culture, personalized professional development, real work/life balance, and best-in-class benefits.

What You'll Do:
--- Serve as a primary client advisor, developing investment management and/or trust relationships with high-net-worth clients, business owners, and charitable organizations.
--- Actively prospect and engage new clients through an established network of centers of influence and community involvement.
--- Partner closely with our President and Chief Investment Officer to craft marketing strategies and enhance client communications.
--- Oversee the design, implementation, and performance of customized investment portfolios aligned with each client's unique goals and market conditions.
--- Deliver a proactive client service experience, identifying new opportunities and ensuring high-touch, regular communication.
--- Stay on top of market and economic trends to inform portfolio decisions and provide thought leadership to clients.
--- Ensure accurate documentation and compliance, escalating risks when necessary.

What You Bring:
--- 5+ years of experience in investment-related business development or wealth management.
--- Bachelor's degree required; MBA or professional credentials such as CFA, CFP, or CTFA strongly preferred.
--- Proven success in cultivating and growing relationships with high-net-worth clients.
--- Exceptional interpersonal and communication skills, with a natural ability to build trust and influence.
--- Entrepreneurial drive and confidence in independently growing a book of business.
--- Community involvement and board experience highly valued.

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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Keywords: Investors Title Insurance Company, Burlington , Wealth Advisor, Other , Raleigh, North Carolina