Best Tech Jobs & Startup Jobs 2024

Chilton Trust

Wealth Advisor - Palm Beach

4 Days Ago

Palm Beach, FL, USA

58 Employees

Senior level

Apply

58 Employees

Senior level

Financial Services

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.

Chilton Trust

Wealth Advisor - NY/CT

4 Days Ago

New York, NY, USA

58 Employees

Senior level

Apply

58 Employees

Senior level

Financial Services

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.

Chilton Trust

Compliance Associate

11 Days Ago

Stamford, CT, USA

58 Employees

Mid level

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58 Employees

Mid level

Financial Services

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.