Private Wealth Advisor

Ledyard National Bank • New London, NH

1d

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 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.

Requirements

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

Nice To Haves

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

Responsibilities

• Serve as a strategic advisor to high-net-worth individuals, families, and business owners.
• Lead comprehensive financial planning relationships.
• Provide fiduciary and 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