Private Wealth Advisor
About The Position
Ledyard Financial Advisors is seeking an experienced Private Wealth Advisor to serve as a trusted partner to individuals, families, and business owners with $1M+ in assets. In this hybrid role, based out of our Concord or Hanover, NH office, you will deliver sophisticated financial planning, fiduciary consulting, and business transition guidance while building lasting client relationships and driving growth. This is an exciting opportunity for a seasoned wealth management professional with 10+ years of experience to make a meaningful impact through strategic advice, thought leadership, and collaboration across a respected community-focused organization.
Requirements
- 10+ years of experience in wealth management
- Experience serving individuals, families, and business owners with $1M+ in assets
Nice To Haves
- Strategic advice
- Thought leadership
- Collaboration skills
Responsibilities
- Deliver sophisticated financial planning
- Provide fiduciary consulting
- Offer business transition guidance
- Build lasting client relationships
- Drive growth
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
