Strategic Private Wealth Advisor for High-Net-Worth Families

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

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