Senior Private Wealth Advisor for High-Net-Worth Families

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

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,