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Job Description Job Description
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. Qualification s: 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.
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