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Private Wealth Advisor

Ledyard National Bank
Posted 24 days ago, valid for 22 days
Location

Hanover, NH, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • Join Ledyard’s Wealth Management team as a Private Wealth Advisor to assist high-net-worth individuals and families with their financial decisions.
  • This role requires 10+ years of experience in financial services, particularly in wealth management, trust, fiduciary, or advisory services.
  • The position is hybrid, based in Hanover, NH or Bedford, NH, allowing for meaningful client relationships and collaboration with experienced professionals.
  • You will provide comprehensive financial planning, fiduciary guidance, and business transition strategies to clients with over $1 million in assets under management.
  • The team values thought leadership, community involvement, and strategic collaboration, aiming to deliver exceptional outcomes for clients.

Join Ledyard’s Wealth Management team as a Private Wealth Advisor and help high-net-worth individuals, families, and business owners navigate their most important financial decisions. Serving clients with more than $1 million in assets under management, you’ll provide comprehensive financial planning, fiduciary guidance, business transition strategies, and trusted relationship management. This hybrid role is based in Hanover, NH or Bedford, NH, offering the opportunity to build meaningful client relationships while collaborating with experienced professionals across the organization.

If you are a seasoned financial services professional with 10+ years of experience, a passion for client service, and expertise in wealth management, trust, fiduciary, or advisory services, we’d love to hear from you. Join a team that values thought leadership, community involvement, strategic collaboration, and delivering exceptional outcomes for clients while making a meaningful impact across the communities we serve. #NowHiring #WealthManagement #FinancialPlanning #PrivateWealthAdvisor #HanoverNH #BedfordNH #HybridJobs #OneLedyard




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