Private Wealth Advisor
Hanover, NH, United States4d ago
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Key details
- Location
- Hanover, NH, United States
- Work style
- Onsite
- Level
- Lead / Staff+
- Job type
- Full-time
- Experience
- 10–13 yrs
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 4d ago
Skills
About the role
Ledyard Financial Advisors is seeking a seasoned professional to serve as a strategic advisor to high-net-worth individuals, families, and business owners. You’ll lead comprehensive financial planning relationships, provide fiduciary and business transition guidance, develop new client relationships, and collaborate with other professionals to deliver an exceptional, highly personalized client experience.
We’re looking for: a bachelor’s degree and 10+ years of experience in financial services, trust, law, or a related field, along with exceptional relationship-building, financial planning, strategic thinking, and communication skills. Experience leading advisors or strategic initiatives is strongly preferred, with a CFP, CTFA, CWS, or advanced degree preferred.
Help clients turn wealth into purpose, plans into possibilities, and relationships into lasting partnerships. Join Ledyard.
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