Senior Wealth Advisor — Holistic Planning for HNWIs

The Washington Trust Company; Westerly (RI); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

401(k) plan

Comprehensive benefits package

Paid time-off

Job summary

Washington Trust Wealth Management is seeking a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and families. This role centers on helping clients achieve their financial goals through holistic advice, thoughtful planning, and ongoing guidance.

The good-faith, reasonable base salary range for this role is $125,000–$175,000. Actual compensation will be based on relevant experience, skills, training, certifications, and

Qualifications

• CFP designation and/or CTFA credential required (or in progress with a defined timeline to completion)
• Bachelor’s degree in Finance, Business, or a related field
• Minimum of 10 years of experience in financial planning, wealth advisory, trust services, or related field
• Strong knowledge of financial planning disciplines, including retirement, estate, tax, and fiduciary strategies
• Demonstrated ability to build and sustain client relationships
• Excellent communication, presentation, and interpersonal skills
• Commitment to providing exceptional client service and putting clients’ best interests first

Responsibilities

• Build and maintain long-term, trusted relationships with clients by delivering personalized, goals-based financial advice
• Develop and implement comprehensive financial plans, including retirement, estate, tax, insurance, and wealth transfer strategies
• Conduct regular client reviews and proactively adjust plans based on life events, market changes, and evolving goals
• Serve as the primary contact for clients, providing ongoing counsel and education
• Partner with internal specialists (trust, tax, investment, planning and estate professionals) to deliver integrated wealth solutions
• Work collaboratively with Wealth Administrators and Associates to ensure client service standards are met
• Guide clients through complex financial decisions with clarity and confidence
• Maintain data on clients in system of record and CRM.

Skills

CFP/CTFA designation

Relationship management

Communication skills

Financial planning knowledge

Education

Bachelor’s degree in Finance/Business

Job description

Washington Trust Wealth Management is seeking a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and families. This role centers on helping clients achieve their financial goals through holistic advice, thoughtful planning, and ongoing guidance.

The good-faith, reasonable base salary range for this role is $125,000–$175,000. Actual compensation will be based on relevant experience, skills, training, certifications, and