Private Wealth Advisor

Ledyard Bank

$80K — $120K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in financial services or wealth management.
  • Expertise in fiduciary, trust, or advisory services.
  • Proven client service and relationship management skills.
  • Ability to create comprehensive financial plans for high-net-worth individuals and families.
  • Strong understanding of business transition strategies.

Responsibilities

  • Assist high-net-worth clients with financial decision-making.
  • Provide fiduciary guidance and create tailored financial planning solutions.
  • Develop and implement business transition strategies for clients.
  • Cultivate and manage long-term relationships with clients.
  • Collaborate with a team of experienced financial professionals.

Benefits

  • Flexible hybrid work environment in Hanover, NH or Bedford, NH.
  • Opportunity for professional growth within a collaborative team.
  • Engagement in community involvement and thought leadership initiatives.
  • Focus on delivering exceptional outcomes for clients.
Full Job Description
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.

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