Wealth Advisor for High-Net-Worth Clients (CFP)

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

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.