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.

As a Senior Wealth Advisor, you will provide advice and solutions to Ultra High Net Worth clients regarding wealth preservation, investment management, family office services, and estate and trust planning. You will also be responsible for cultivating new client relationships, communicating effectively about the market and available investment products, and driving business results by expanding your network of Centers of Influence.