Private Wealth Advisor

Posted 7 Days Ago
Be an Early Applicant
2 Locations
In-Office
Expert/Leader
Financial Services
The Role
Provides comprehensive financial planning, fiduciary guidance, business transition strategies, and relationship management for high-net-worth individuals, families, and business owners with over $1 million in assets under management. Collaborates with internal professionals, builds client relationships, and delivers wealth management and advisory solutions while contributing thought leadership and community engagement.
Summary Generated by Built In

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

Skills Required

  • 10+ years of experience in financial services
  • Expertise in wealth management, trust, fiduciary, or advisory services
  • Passion for client service
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The Company
147 Employees
Year Founded: 1991

What We Do

Ledyard National Bank is a community-rooted, full-service bank serving individuals, families, businesses, and communities across New Hampshire, Vermont, and beyond. It combines personalized personal, business, and private banking with investment and wealth-management services, providing integrated financial guidance for clients at different stages of life. The bank’s mission is to build meaningful client relationships through exceptional service and comprehensive solutions that enrich the lives of its clients and communities.

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