Wealth Advisor

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

Benefits offered by this job

Comprehensive benefits package

Bonus potential

Job summary

The Washington Trust Company Wealth Management seeks a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and families. This role centers on holistic planning and ongoing guidance to help clients achieve financial goals.

The ideal candidate holds a CFP designation and demonstrates fiduciary responsibility and client service excellence, including experience with high-net-worth portfolios and integrated wealth solutions.

Qualifications

• CFP designation preferred.
• Bachelor’s degree in Finance, Business, or related field.
• Minimum of 10 years of experience in financial planning, wealth advisory, trust services, or related field.
• Strong knowledge of retirement, estate, tax, and fiduciary strategies.

Responsibilities

• Build and maintain long-term, trusted relationships with clients by delivering personalized, goals-based financial advice.
• Experience managing high-net-worth client portfolios.
• Comprehensive understanding of investment products and market knowledge.
• 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 designation

Relationship management

Financial planning

Client service excellence

Education

Bachelor’s degree in Finance, Business, or related field

Job description

Wealth Advisor

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 is centered on helping clients achieve their financial goals through holistic advice, thoughtful planning, and ongoing guidance.

The ideal candidate holds a Certified Financial Planner (CFP®) designation credential and brings a strong commitment to fiduciary responsibility and client service excellence.

Key Responsibilities

• Build and maintain long-term, trusted relationships with clients by delivering personalized, goals-based financial advice
• Experience managing high-net-worth client portfolios
• Comprehensive understanding of investment products and market knowledge
• 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.

Qualifications

• CFP® designation preferred
• 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

Preferred Qualifications

• Experience serving high-net-worth or ultra-high-net-worth clients
• Familiarity with portfolio management and financial planning tools and CRM systems

What Sets You Apart

• Passion for helping clients achieve long-term financial well-being
• Strong emotional intelligence and relationship management skills
• Ability to integrate planning strategies with trust and fiduciary considerations
• Clear communicator who can simplify complex financial concepts
• Proactive and service-oriented mindset

Why Join Us?

Washington Trust has been committed to serving as a trusted advisor and supporting the long-term financial well-being of our customers and our communities since 1800. We have been providing client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses for more than a century. You will be a key part of our continuing success, and we strive to create an environment where people feel valued, empowered, and heard. At Washington Trust, our culture is rooted in integrity, collaboration, and a deep commitment to our clients and communities.

Compensation

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 education. This role may be eligible for an annual bonus and includes a comprehensive benefits package