Wealth Advisor

Washington Trust•Westerly, RI

5d•$125,000 - $175,000

About The Position

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 or Certified Trust and Fiduciary Advisor (CTFA) credential and brings a strong commitment to fiduciary responsibility and client service excellence.

Requirements

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

Nice To Haves

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

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.