Wealth Management Senior Financial Planner

Washington Trust Bancorp, Inc.Providence, RI

$110,000 - $135,000 / year

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

Hybrid remote

Compensation

$110,000-$135,000/year

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

Washington Trust is seeking a highly skilled and client-focused Senior Financial Planner to join our Wealth Management team. In this role, you will create and present comprehensive financial plans for our High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. You'll serve as a trusted advisor and subject matter expert, helping clients navigate complex financial decisions while supporting our internal teams with your planning expertise.

This position is based in Providence, RI, with hybrid opportunities.

Key Responsibilities

Develop and deliver sophisticated financial plans using tools such as MoneyGuide Elite, Holistiplan, Luminary, Income Lab and Microsoft Excel to high net worth and ultra-high net worth clients.Engage clients in meaningful conversations to gather financial data and present personalized planning strategies.Interpret trust and estate planning documents, create abstractions in software and present to clients. Model estate planning strategies in software and present to clients.Using client tax returns, model scenarios in tax planning software and present strategies to clients. Discuss strategies such as Roth conversions, charitable funding options, income planning strategies. Model multi-year tax planning strategies and share with clients and their tax preparers.Engage in goals planning discussions helping clients make short and long-term decisions, uncovering risks and opportunities using an educational, consultative approach.Collaborate with clients, internal and external partners such as attorneys and tax preparers to implement financial recommendations.Identify opportunities to deepen client engagement through proactive planning initiatives with your team members. You will be responsible for engaging clients in financial planning for your team.Serve as the financial planning expert for your team and the broader division, participating in client meetings and strategic discussions.Support the Director in creating training materials, client publications, and marketing content.Ensure compliance with internal policies, risk controls, and regulatory standards.Deliver an exceptional client experience with every interaction.

Qualifications

Bachelor's degree in Finance, Business, or a related field.CFP certification required, with 5-10 years of comprehensive financial planning experience. Must have knowledge of all financial planning topics.Experience with trust and estate planning; fiduciary trustee experience is a plus.Strong presentation and communication skills, with the ability to explain complex financial topics clearly.Proficiency in financial planning software (Luminary and MoneyGuide preferred).Advanced skills in Microsoft Excel and the full Microsoft Office suite.Highly organized, detail-oriented, and able to manage multiple priorities effectively.

CompensationThe good-faith, reasonable base salary range for this role is $110,000-$135,000. 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 Management Senior Financial Planner 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 $110,000 and $135,000 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, Dental Insurance, Vision Insurance, Disability Insurance, Life Insurance, Family/Dependent Health, 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.