Finance Jobs in Chapel Hill, NC

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5mo ago

Financial Planner

Investors Title Insurance Company Chapel Hill, NC

Chapel Hill, NC

5mo ago Closed

Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jun 27, 2026).

Job Description

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.

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