Wealth Advisor

Wealth Advisor
Investors Trust Company
Raleigh, NC (in-office)

Investors Trust Company is seeking a well-rounded finance professional to join our high performing team. The Wealth Advisor will be responsible for driving business development efforts as well as maintaining and building relationships with existing and prospective Wealth Management clients, by constructing and implementing investment portfolios informed by market conditions. Investors Trust Company offers dynamic and supportive culture, superior training and development, work/life balance, and excellent benefits.


Position Highlights:

• Develop investment management and/or trust relationships with high net worth individuals, families, businesses and charitable organizations.
• Initiate and maintain an active external calling program with various centers of influence, building relationships and expanding the company’s network.
• Collaborate with President and Chief Investment Officer to develop marketing materials and communications.
• Responsible for maintaining relationships with existing and prospective wealth management clients, as well as endowments and foundations.
• Drive a client service regimen to ensure regular contact and uncover new opportunities
• Establish and meet requirements for client communications and documentation
• Maintain client relationships, including staying abreast of market conditions, investment research, and economic trends.
• Allocate, monitor, and rebalance client portfolios and schedule periodic meetings to review performance and discuss market environment.
• Identify, measure, and escalate compliance risk issues to Advisory Investment Regulatory Committee and senior officers as necessary

Position Qualifications:

• 5 years experience in investment-related business development
• College degree required; advanced degree MBA and/or CFA/CFP/CTFA designation preferred
• Proven record of marketing to high-net worth clientele
• Excellent communication, interpersonal and relationship management skills.
• Proven networking skills and ability to independently develop new relationships
• Strong community involvement and board activities a plus

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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