Private Wealth Advisor

Ledyard National Bank • Hanover, 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 role leads comprehensive financial planning relationships, provides fiduciary and business transition guidance, develops new client relationships, and collaborates with other professionals to deliver a highly personalized client experience.

Requirements

• Bachelor’s degree.
• 10 or more 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

• Lead comprehensive financial planning relationships with high-net-worth individuals, families, and business owners.
• Provide fiduciary guidance 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