Chief Wealth Planning Officer
- Full-Time
Seeking a Chief Wealth Planning Officer to lead the Division’s Financial Advisors and Financial Consultants, and Client Administrator team. Focused on deepening client relationships, leveraging the Live Well Planning Roadmap. Partners with other Divisions of the bank to help clients with a comprehensive, One-Ledyard experience. Contributes significantly to the Division’s strategic business plan. Serves as member of the bank’s Senior Management Team. Responsible for driving new client development activities, while meeting retention goals. Qualifications: Bachelor's degree and 10 to 15 years of related experience in trust, law, financial services or the equivalent (may include both professional experience and relevant advanced education); advanced degree in a related field (business administration, tax, or law) or rigorous professional designation (CTFA, CFA, CFP) is preferred; a minimum of 2-5 years’ experience leading Financial Advisors required. Location: Hanover, NH.
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