Private Wealth Advisor

Ledyard National Bank; Concord (NH); On-site; USD 140,000 - 220,000; Full time

Job summary

Ledyard National Bank Wealth Management seeks a seasoned professional to serve as a strategic advisor to high-net-worth individuals, families, and business owners in Concord, NH. You will lead comprehensive financial planning relationships, provide fiduciary guidance, and develop new client relationships to deliver a highly personalized client experience.

Required is a bachelor’s degree with 10+ years in financial services, trust, or related field; CFP/CTFA/CWS or advanced degree preferred, plus

Qualifications

• Bachelor’s degree and 10+ years of experience in financial services, trust, law, or related field.
• Exceptional relationship-building, financial planning, strategic thinking, and communication skills.
• Leadership of advisory teams or strategic initiatives; CFP, CTFA, CWS, or advanced degree preferred.

Responsibilities

• Lead comprehensive financial planning relationships for high-net-worth clients.
• Develop new client relationships and deliver personalized client experiences.

Skills

Relationship-building

Financial planning

Strategic thinking

Communication

Education

Bachelor’s degree

Job description

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Wealth Management Regular Full Time Professional Concord, NH, US

2 days ago Requisition ID: 1205

Ledyard Financial Advisors is seeking a seasoned professional to serve as a strategic advisor to high-net-worth individuals, families, and business owners. You’ll 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.

We’re looking for: a bachelor’s degree and 10+ years of experience in financial services, trust, law, or a related field, along with exceptional relationship-building, financial planning, strategic thinking, and communication skills. Experience leading advisors or strategic initiatives is strongly preferred, with a CFP, CTFA, CWS, or advanced degree preferred.

Help clients turn wealth into purpose, plans into possibilities, and relationships into lasting partnerships. Join Ledyard.