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Ledyard National Bank is Hiring a Senior Financial Advisor Near Concord, NH
Ledyard Financial Advisors is seeking a Senior Financial Advisor to join our Wealth Management group. The Senior Financial Advisor is responsible for deepening and expanding existing client relationships with new investment assets and working with the Private Banking team to assist clients with comprehensive lending and deposit relationships. The Senior Financial Advisor focuses on delivering superior service, utilizing the principles of wealth management to deepen the relationship. In addition, the Senior Financial Advisor develops new relationships by networking with internal and external COIs, being involved in the community, participating on boards, and teaming with business partners within Ledyard. Qualifications: a bachelor’s degree and 5 years of related experience in trust, law, financial services or the equivalent (may include both professional experience and relevant advanced education) is required. An MBA or advanced education in business or finance, CFP, CTFA, CFA or other professional designation is preferred.
Job Summary
Full Time
Banking
$74k-98k (estimate)
04/12/2023
05/16/2024
ledyardbank.com
LEBANON, NH
100 - 200
1991
DONNA STPETTER
$10M - $50M
Banking
Related Companies
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.
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The following is the career advancement route for Senior Financial Advisor positions, which can be used as a reference in future career path planning. As a Senior Financial Advisor, it can be promoted into senior positions as a Financial Analyst IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Financial Advisor. You can explore the career advancement for a Senior Financial Advisor below and select your interested title to get hiring information.
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