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Senior Financial Consultant - New London, United States - Ledyard National Bank
Description
Job DescriptionJob 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 and NH / VT Life and Health Insurance licenses; advanced degree in a related field (business administration, tax, or law) or rigorous professional designation (CFP) is preferred; supervisory experience desired.
Location:
Hanover, NH
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