Wealth Advisor

Washington Trust Bancorp, Inc.Providence, RI

$125,000 - $175,000 / year

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Compensation

$125,000-$175,000/year

Benefits

Health Insurance

Paid Vacation

Job Description

Wealth AdvisorWashington 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.

Key Responsibilities

Build and maintain long-term, trusted relationships with clients by delivering personalized, goals-based financial adviceDevelop and implement comprehensive financial plans, including retirement, estate, tax, insurance, and wealth transfer strategiesConduct regular client reviews and proactively adjust plans based on life events, market changes, and evolving goalsServe as the primary contact for clients, providing ongoing counsel and educationPartner with internal specialists (trust, tax, investment, planning and estate professionals) to deliver integrated wealth solutionsWork collaboratively with Wealth Administrators and Associates to ensure client service standards are metGuide clients through complex financial decisions with clarity and confidenceMaintain data on clients in system of record and CRM.

Qualifications

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 fieldMinimum of 10 years of experience in financial planning, wealth advisory, trust services, or related fieldStrong knowledge of financial planning disciplines, including retirement, estate, tax, and fiduciary strategiesDemonstrated ability to build and sustain client relationshipsExcellent communication, presentation, and interpersonal skillsCommitment to providing exceptional client service and putting clients' best interests first

Preferred Qualifications

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

What Sets You Apart

Passion for helping clients achieve long-term financial well-beingStrong emotional intelligence and relationship management skillsAbility to integrate planning strategies with trust and fiduciary considerationsClear communicator who can simplify complex financial conceptsProactive 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.

CompensationThe 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

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FAQs About Wealth Advisor Jobs at Washington Trust Bancorp, Inc.

What is the work location for this position at Washington Trust Bancorp, Inc.?

This job at Washington Trust Bancorp, Inc. is located in Providence, RI, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Washington Trust Bancorp, Inc.?

Candidates can expect a pay range of $125,000 and $175,000 per year.

What employment applies to this position at Washington Trust Bancorp, Inc.?

Washington Trust Bancorp, Inc. lists this role as a Full-time position.

What experience level is required for this role at Washington Trust Bancorp, Inc.?

Washington Trust Bancorp, Inc. is looking for a candidate with "Senior-level" experience level.

What benefits are offered by Washington Trust Bancorp, Inc. for this role?

Washington Trust Bancorp, Inc. offers following benefits: Health Insurance and Paid Vacation for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Washington Trust Bancorp, Inc.?

You can apply for this role at Washington Trust Bancorp, Inc. either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.