Search the 5 jobs at Chilton Trust

The Senior Wealth Advisor is responsible for delivering advice and solutions to Ultra High Net Worth clients, cultivating new client relationships, and maintaining ongoing communication with clients. This role also involves effective communication about market options and assisting in wealth preservation and investment management.

The Senior Wealth Advisor role involves providing advisory services to Ultra High Net Worth clients, fostering new client relationships, maintaining communication with existing clients, and promoting the firm's wealth management and investment services. This includes estate and trust planning, tax advice, and working collaboratively within a team to drive business results.

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.

The Systems/Network Administrator will support and maintain the firm’s IT infrastructure, resolving hardware, software, and network issues while ensuring minimal repeat incidents. The role involves design, documentation, and participation in an extended-hour support team. Candidates should have strong experience in a Windows environment and project management skills.