Private Wealth Client Advisor & Planner

Chilton Trust; Stamford (CT); On-site; USD 95,000 - 130,000; Full time

Job summary

Chilton Trust is a private wealth management firm providing bespoke advisory services, including asset allocation, tax advice, and trust/estate planning. The Client Advisor role involves coordinating resources with senior wealth advisors, preparing financial plans, and supporting ongoing client relationships.

Ideal candidates have 5–7 years in wealth management, strong client service skills, and familiarity with investments across asset classes. CFP/CTFA is a plus; bachelor’s degree required.

Qualifications

• Bachelor’s degree in Finance, Economics, or Business Administration.
• 5–7 years of experience in a wealth management or family office setting.
• CFP or CTFA accreditation is a plus.
• Exceptional client service and relationship management skills.
• Experience with investments in public securities, hedge funds, private equity and real estate.

Responsibilities

• Coordinate resources with senior wealth advisors to provide wealth and investment services.
• Analyze client data and prepare reports, presentations, and financial plans.
• Prepare for client meetings and follow up with client relationship teams.
• Ensure proper execution of daily tasks, cash management, disbursements, and account funding.
• On-board new clients smoothly to the investment advisory platform.
• Assist in preparing Investment Policy Statements and monitor asset allocation.

Skills

Client relationship management

Financial analysis

Team collaboration

Communication skills

Education

Bachelor’s degree in Finance, Economics, or Business Administration

CFP/CTFA accreditation (plus)

Tools

CRM systems

Job description

Chilton Trust is a private wealth management firm providing bespoke advisory services, including asset allocation, tax advice, and trust/estate planning. The Client Advisor role involves coordinating resources with senior wealth advisors, preparing financial plans, and supporting ongoing client relationships.

Ideal candidates have 5–7 years in wealth management, strong client service skills, and familiarity with investments across asset classes. CFP/CTFA is a plus; bachelor’s degree required.