The Washington Trust Company
Providence, RI
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, Vanilla, 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...