Join Investors Trust Company as a Wealth Advisor in Raleigh, where you'll build trusted relationships and deliver tailored investment strategies to high-net-worth individuals and organizations. Enjoy a collaborative culture and best-in-class benefits while driving business development and managing sophisticated portfolios.
Key Responsibilities
Serve as a primary client advisor for high-net-worth clients
Prospect and engage new clients through networks
Partner with leadership to enhance marketing strategies
Oversee customized investment portfolio design and performance
Deliver proactive client service and communication
Stay informed on market trends for portfolio decisions
Ensure accurate documentation and compliance
Required Qualifications
5+ years of experience in investment-related business development or wealth management
Bachelor's degree required
Proven success in cultivating and growing relationships with high-net-worth clients
Exceptional interpersonal and communication skills
Preferred Qualifications
MBA or professional credentials such as CFA, CFP, or CTFA