Available Position (Company name withheld)
Chilton TrustFlorida, 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
Chilton Trust is seeking a Senior Wealth Advisor to deliver advice and solutions to Ultra High Net Worth clients, cultivate new client relationships, and drive business results. The ideal candidate has 7+ years of experience in the wealth, private banking, or asset management industry and a strong community presence.
Requirements
- 7+ years of experience in wealth, private banking, or asset management industry in an advisory/relationship capacity
- Ability to communicate effectively about investment options, banking and credit needs
- Proven ability to exercise good judgment and discretion with sensitive issues
- Willingness to travel
- Bachelors degree required; MBA, JD, CFA, CFP or CTFA preferred
Benefits
- No benefits listed
