Wealth Advisor

Washington Trust•Westerly, RI

105d•$125,000 - $175,000

About The Position

Washington Trust Wealth Management is seeking a client-focused, relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and families. The role helps clients achieve financial goals through holistic advice, thoughtful planning, and ongoing guidance. The ideal candidate holds a Certified Financial Planner (CFP®) designation and demonstrates a strong commitment to fiduciary responsibility and excellent client service. The Wealth Advisor builds trusted client relationships, develops and implements comprehensive financial plans, conducts regular reviews, and provides ongoing counsel and education. The role works with internal specialists and Wealth Administrators and Associates to deliver integrated wealth solutions and meet client service standards. The good-faith, reasonable base salary range is $125,000–$175,000. Actual compensation depends on relevant experience, skills, training, certifications, and education. The role may be eligible for an annual bonus and includes a comprehensive benefits package.

Requirements

Bachelor’s degree in Finance, Business, or a related field.
Minimum of 10 years of experience in financial planning, wealth advisory, trust services, or a 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 exceptional client service and putting clients’ best interests first.

Nice To Haves

Certified Financial Planner (CFP®) designation is preferred.
Experience serving high-net-worth or ultra-high-net-worth clients.
Familiarity with portfolio management and financial planning tools and CRM systems.

Responsibilities

Build and maintain long-term, trusted client relationships by delivering personalized, goals-based financial advice.
Manage high-net-worth client portfolios.
Apply comprehensive knowledge of investment products and markets.
Develop and implement financial plans covering retirement, estate, tax, insurance, and wealth transfer strategies.
Conduct regular client reviews and proactively adjust plans in response to life events, market changes, and evolving goals.
Serve as the primary client contact, providing ongoing counsel and education.
Partner with trust, tax, investment, planning, and estate specialists to deliver integrated wealth solutions.
Collaborate with Wealth Administrators and Associates to meet client service standards.
Guide clients through complex financial decisions with clarity and confidence.
Maintain client data in the system of record and CRM.