Ledyard Wealth Management 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, with experience in areas such as trust, estate planning, law, or related disciplines strongly preferred. Exceptional relationship-building, financial planning, strategic thinking, and communication skills are essential, along with credentials such as CFP, CFA, CTFA, CWS, or an advanced degree preferred.
Help clients turn wealth into purpose, plans into possibilities, and relationships into lasting partnerships. Join Ledyard.
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A community bank providing retail and commercial banking services to customers in New England.