Private Wealth Advisor

Ledyard National Bank; New London (NH); On-site; USD 90,000 - 150,000; Full time

Job summary

Ledyard National Bank is seeking a seasoned Wealth Management professional to serve high-net-worth individuals, families, and business owners in New London, NH. You’ll lead comprehensive financial planning relationships and provide fiduciary and business transition guidance, delivering a highly personalized client experience.

The ideal candidate has a bachelor’s degree and 10+ years in financial services or a related field, with exceptional relationship-building, financial planning, strategic

Qualifications

• Bachelor’s degree required with 10+ years in financial services or related field.
• Strong relationship-building and communication skills.
• Experience leading advisors or strategic initiatives preferred.

Responsibilities

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

Skills

Relationship-building

Financial planning

Strategic thinking

Communication skills

Education

Bachelor's degree

CFP

CTFA

CWS

Advanced degree

Job description

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Wealth Management Regular Full Time Professional New London, NH, US

2 days ago Requisition ID: 1204

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.