Principal Financial Strategist

2 weeks ago


New London, New Hampshire, United States Ledyard National Bank Full time
About Ledyard National Bank

Ledyard National Bank is a prominent Wealth Management institution currently in search of a Senior Financial Advisor to enhance their dedicated team.

Position Overview
  • Strengthen and broaden current client partnerships by attracting new investment capital.
  • Collaborate with the Private Banking division to support clients with their lending and deposit needs.
  • Commit to providing exceptional service while applying wealth management strategies.

The successful candidate will possess a bachelor's degree and have over 5 years of experience in areas such as trust, legal services, or financial sectors. Advanced qualifications, including an MBA or similar credentials in business or finance, along with professional certifications like CFP, CTFA, or CFA, are highly regarded.

The Senior Financial Advisor will also play a crucial role in cultivating new client relationships through networking with both internal and external stakeholders, engaging with the community, and partnering with business associates.



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