Available Position (Company name withheld)
Chilton TrustNew York, New York, 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
Seeking a Senior Wealth Advisor to deliver advice and solutions to Ultra High Net Worth clients, cultivate new client relationships, and drive business results.
Requirements
- 7+ years in wealth, private banking, or asset management industry in an advisory/relationship capacity
- Bachelors degree required; MBA, JD, CFA, CFP or CTFA preferred
- Ability to communicate effectively about investment options, banking and credit needs
Benefits
- Competitive salary
- Benefits package
- Opportunity to work with a private wealth management firm
