Available Position (Company name withheld)
Chilton TrustCharlotte, North Carolina, United States • Connecticut, United States • Ohio, United States • New York, New York, United States • Florida, United States
Posted April 5, 2025
Full Time
About the Company
Chilton Trust provides wealth management and investment services to select families and institutions.
Job Description
We are seeking a Senior Wealth Advisor to deliver advice and solutions to Ultra High Net Worth clients, identify and cultivate new client relationships, and drive business results by building out a network of Centers of Influence.
Requirements
- Minimum 7 years in the wealth, private banking or asset management industry in an advisory/relationship capacity
- Confident self-starter willing to do what it takes to help build a business
- Ability to communicate effectively about investment options, banking and credit needs with an organized and disciplined approach
