Private Wealth Advisor

Ledyard Bank; Bedford (NH); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Ledyard Bank’s Ledyard Wealth Management team seeks a Private Wealth Advisor to guide high-net-worth clients through comprehensive financial planning and fiduciary services. Based in Hanover or Bedford, NH, this hybrid role emphasizes building lasting client relationships and delivering integrated solutions across the organization.

You will collaborate with experienced professionals to tailor strategies for individuals, families, and business owners with substantial assets, ensuring exceptional

Qualifications

• 10+ years of experience in financial services, with a focus on private wealth, trust, fiduciary, or advisory services.
• Passion for client service and a proven track record of building strong relationships.
• Strong communication, analytical, and problem-solving skills.
• Ability to work collaboratively in a hybrid environment.
• Commitment to delivering exceptional outcomes for high-net-worth clients.

Responsibilities

• Provide comprehensive financial planning and investment strategies for high-net-worth clients with over $1 million AUM.
• Offer fiduciary guidance, trust, and advisory services tailored to individual client goals.
• Develop business transition strategies for family-owned business owners.
• Manage and nurture long-term client relationships, ensuring high satisfaction and trust.
• Collaborate with internal professionals across the organization to deliver integrated solutions.

Skills

Client service

Relationship building

Communication skills

Analytical skills

Collaboration in hybrid environment

Job description

Private Wealth Advisor – Ledyard Wealth Management

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.

Responsibilities

• Provide comprehensive financial planning and investment strategies for high‑net‑worth clients with over $1 million AUM.
• Offer fiduciary guidance, trust, and advisory services tailored to individual client goals.
• Develop business transition strategies for family‑owned business owners.
• Manage and nurture long‑term client relationships, ensuring high satisfaction and trust.
• Collaborate with internal professionals across the organization to deliver integrated solutions.

Qualifications

• 10+ years of experience in financial services, with a focus on private wealth, trust, fiduciary, or advisory services.
• Passion for client service and a proven track record of building strong relationships.
• Strong communication, analytical, and problem‑solving skills.
• Ability to work collaboratively in a hybrid environment.
• Commitment to delivering exceptional outcomes for high‑net‑worth clients.

Employment Type

Regular Full Time