Search the 4 jobs at Chilton Trust

The Wealth Advisor will provide tailored wealth management services to Ultra High Net Worth clients, focusing on areas such as investment management, estate planning, and tax advice. Responsibilities include building new client relationships, maintaining communication with existing clients, and driving business results.

A Senior Wealth Advisor at Chilton Trust will provide wealth preservation, investment management, and estate planning solutions to Ultra High Net Worth clients, while cultivating client relationships and maintaining communication. Key responsibilities include delivering tailored advice, driving business results through networking, and collaborating with team members to achieve client goals.

The Compliance Associate will support the General Counsel and Chief Compliance Officer in ensuring compliance with regulations, assist with internal policies, monitor compliance programs, manage trading procedures, and handle regulatory obligations, including filing and correspondence. They will also take minutes during committee meetings and maintain required records.

The Wealth Advisor will deliver tailored advice and solutions to Ultra High Net Worth clients, focusing on wealth preservation and investment management. Responsibilities include identifying new client relationships, maintaining communication with existing clients, and building a network of influence. The advisor must effectively communicate market insights and the suite of services provided while helping to drive business growth.