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Senior Financial Consultant
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$84k-110k (estimate)
Full Time 3 Days Ago
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Ledyard National Bank is Hiring a Senior Financial Consultant Near New London, NH

Job Description

Job Description

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 or a 66 and NH / VT Life and Health Insurance licenses; rigorous professional designation (CFP) is preferred. Location: Concord, New London or Hanover, NH

Job Summary

JOB TYPE

Full Time

SALARY

$84k-110k (estimate)

POST DATE

06/14/2024

EXPIRATION DATE

06/30/2024

WEBSITE

ledyardbank.com

HEADQUARTERS

LEBANON, NH

SIZE

100 - 200

FOUNDED

1991

CEO

DONNA STPETTER

REVENUE

$10M - $50M

INDUSTRY

Banking

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About Ledyard National Bank

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. More
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