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Seeking a Senior Financial Consultant - Osaic for Ledyard Financial Advisors Brokerage Operations. This position delivers solutions for the financial needs of mass affluent and future affluent individuals and of organizations. The Senior Financial Consultant develops client relationships and directly manages investments through Osaic. This position will work with clients, and their families, to develop a financial plan to achieve the client’s goals and deepen the relationship. Qualifications: Bachelor's degree preferred and 5 years of related experience in financial services or the equivalent (may include both professional experience and relevant advanced education); must hold FINRA securities licenses Series 7, 63, 65 and NH / VT Life and Health Insurance licenses; advanced degree in a related field (business administration, tax, or law) or rigorous professional designation (CFP) is preferred; supervisory experience desired. Location: Hanover, NH
Full Time
Banking
$92k-119k (estimate)
04/28/2024
07/10/2024
ledyardbank.com
LEBANON, NH
100 - 200
1991
DONNA STPETTER
$10M - $50M
Banking
The Upper Valley, Lake Sunapee and Concord regions' leading financial services organization helping individuals and businesses make clear, confident decisions about how to save, borrow and manage their finances with eight convenient community banking offices throughout the region. Ledyard National Bank is home to our premiere investment and trust division, Ledyard Financial Advisors, and our Private Banking division which delivers a higher level of personal and consultative service to professionals, their practices and their families. Ledyard gives you more than just bankers with knowledge, ex...pertise and local decision-making capabilities. Ledyard offers true partnerships. At Ledyard, we help you plan well so you can live well. Member FDIC. Equal Housing Lender.
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