Private Wealth Advisor

Ledyard National Bank; Hanover (NH); On-site; USD 120,000 - 180,000; Full time

Job summary

Ledyard Financial Advisors in Hanover, NH seeks a seasoned wealth management professional to advise high-net-worth individuals and families. You will lead comprehensive financial planning, fiduciary guidance, and business transitions, while developing new client relationships and coordinating with other professionals to deliver a highly personalized client experience.

Requires a bachelor’s degree and 10+ years in financial services, trust, or related fields, with strong relationship-building,

Qualifications

• Bachelor's degree in a relevant field and 10+ years in financial services, trust, law, or related field.
• Strong relationship-building, financial planning, strategic thinking, and communication skills.
• Experience leading advisors or strategic initiatives preferred; CFP/CTFA/CWS or advanced degree preferred.

Responsibilities

• Lead comprehensive financial planning relationships for high-net-worth clients.
• Provide fiduciary and business transition guidance.
• Develop new client relationships and coordinate with professionals to deliver personalized service.

Skills

Relationship-building

Financial planning

Strategic thinking

Communication skills

Education

Bachelor's degree

Job description

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Wealth Management Regular Full Time Professional Hanover, NH, US

4 days ago Requisition ID: 1206

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.