Private Wealth Advisor

Ledyard National Bank • New London, NH

4d

About The Position

Ledyard Financial Advisors is seeking a seasoned professional to serve as a strategic advisor to high-net-worth individuals, families, and business owners. The Private Wealth Advisor will lead comprehensive financial planning relationships, provide fiduciary and business transition guidance, develop new client relationships, and collaborate with other professionals to deliver an exceptional, highly personalized client experience. The role helps clients turn wealth into purpose, plans into possibilities, and relationships into lasting partnerships.

Requirements

• Bachelor’s degree.
• 10 or more years of experience in financial services, trust, law, or a related field.
• Exceptional relationship-building skills.
• Exceptional financial planning skills.
• Exceptional strategic thinking skills.
• Exceptional communication skills.

Nice To Haves

• Experience leading advisors or strategic initiatives.
• CFP, CTFA, or CWS designation, or an advanced degree.

Responsibilities

• Lead comprehensive financial planning relationships.
• Provide fiduciary guidance.
• Provide business transition guidance.
• Develop new client relationships.
• Collaborate with other professionals to deliver a highly personalized client experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior