Senior Wealth Planner - UHNW Strategy (Hybrid)

The Washington Trust Company; Providence (RI); Hybrid; USD 110,000 - 135,000; Full time

Benefits offered by this job

Health and welfare benefits

Paid time-off

401(k) plan

Work-life program

Job summary

The Washington Trust Company in Providence, RI, seeks a Senior Financial Planner to join our Wealth Management team. You will create and present comprehensive financial plans for high net worth clients, acting as a trusted advisor and subject matter expert.

You will use MoneyGuide Elite, Holistiplan, Luminary, Income Lab and Excel to model strategies, collaborate with attorneys and tax preparers, and ensure compliance with internal policies. Hybrid opportunity in Providence.

Qualifications

• Bachelor’s degree in Finance, Business, or related field.
• CFP certification required, with 5–10 years of planning experience.
• Experience with trust and estate planning; fiduciary trustee a plus.
• Strong presentation and communication, ability to explain complex topics.
• Proficiency in planning software (Luminary, MoneyGuide preferred).
• Advanced Microsoft Excel and Office skills.
• Highly organized, detail-oriented, and able to manage priorities.

Responsibilities

• Develop and present sophisticated financial plans for HNW/UHNW clients.
• Engage clients to gather data and present personalized planning strategies.
• Interpret trust/estate documents and model strategies in software.
• Model tax planning scenarios using client tax returns and software.
• Lead goals planning discussions and identify risks and opportunities.
• Collaborate with attorneys and tax preparers to implement recommendations.
• Engage clients for proactive planning with team members.
• Serve as the financial planning expert in meetings and strategy sessions.
• Support Director in creating training materials and client publications.
• Ensure compliance with internal policies and regulatory standards.
• Deliver an exceptional client experience with every interaction.

Skills

Presentation skills

Communication skills

Microsoft Excel

Microsoft Office

Trust planning knowledge

Education

Bachelor's degree in Finance or related field

CFP certification

Tools

MoneyGuide Elite

Holistiplan

Luminary

Income Lab

Microsoft Excel

Job description

The Washington Trust Company in Providence, RI, seeks a Senior Financial Planner to join our Wealth Management team. You will create and present comprehensive financial plans for high net worth clients, acting as a trusted advisor and subject matter expert.

You will use MoneyGuide Elite, Holistiplan, Luminary, Income Lab and Excel to model strategies, collaborate with attorneys and tax preparers, and ensure compliance with internal policies. Hybrid opportunity in Providence.