Financial Planner

Senior-level financial planner in Chapel Hill, NC (onsite), providing guidance to high-net-worth individuals, families, and organizations on financial planning and fiduciary matters while leading relationship management within a wealth management team.

Responsibilities

• Cultivate and deepen relationships with current and prospective wealth management clients, delivering tailored, high-touch service.
• Regularly engage with clients to assess evolving needs, identify opportunities, and strengthen long-term partnerships.
• Maintain consistent, proactive communication and thorough documentation through CRM tools and workflows.
• Build new investment management and trust relationships with high-net-worth individuals, families, businesses, and charitable organizations.
• Implement an active business development plan, including outreach to attorneys, CPAs, and other key referral sources.
• Participate in community and professional organizations to broaden 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 share insights with clients and team members.
• Ensure trust accounts are administered in accordance with governing documents and fiduciary standards.

Requirements

• Minimum of 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.
• Proven success working with and marketing to high-net-worth clients.
• Strong communication, interpersonal, and relationship management skills.
• Demonstrated 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.

Technologies

• CRM tools

Why you'll love this role

• Work closely with clients, providing strategic guidance across investment management, trust services, and financial planning.
• Take on a visible, leadership-focused 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 internally and externally, including with centers of influence such as attorneys and CPAs.
• Remain at the forefront of industry trends, tax law changes, and fiduciary best practices.