Private Wealth Advisor
About The Position
Join Ledyard’s Wealth Management team as a Private Wealth Advisor and help high-net-worth individuals, families, and business owners navigate their most important financial decisions. Serving clients with more than $1 million in assets under management, you’ll provide comprehensive financial planning, fiduciary guidance, business transition strategies, and trusted relationship management. This hybrid role is based in Hanover, NH or Bedford, NH, offering the opportunity to build meaningful client relationships while collaborating with experienced professionals across the organization.
Requirements
- 10+ years of experience in financial services
- Passion for client service
- Expertise in wealth management, trust, fiduciary, or advisory services
Responsibilities
- Provide comprehensive financial planning
- Offer fiduciary guidance
- Develop business transition strategies
- Manage client relationships
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
