What are the responsibilities and job description for the Financial Advisor Associate / Para Planner position at Ledyard National Bank?
Ignite your career with a dynamic role at Ledyard Bank – Wealth Management! We're searching for a passionate and driven Financial Advisor Associate / Para Planner to join our collaborative Wealth Management team. This exciting position blends the art of financial planning with the precision of legal support, offering a unique opportunity to grow alongside experienced professionals. You'll contribute to comprehensive financial plans, ensuring seamless coordination with legal documents and regulatory compliance. We're looking for detail-oriented individuals with a strong foundation in finance and a keen interest in law. Essential qualifications include a bachelor’s degree in finance, business, law, or a related field, experience with financial planning software (eMoney preferred, but training is available), and a strong understanding of financial planning principles and methodologies. We value candidates who are actively pursuing (or are willing to pursue) the CFP® designation and possess additional certifications such as CTFA, CPA, or FINRA Series 7/65 registrations. Paralegal certification or equivalent experience with legal documentation, along with familiarity with legal concepts related to estate planning, trusts, and regulatory compliance, is highly preferred. Join us and discover a rewarding career where you can make a real difference in the lives of our clients. Location: on-site in Hanover, New London or Concord, NH
