The Washington Trust Company
Wellesley, MA, USA
Washington Trust Advisors is seeking a highly motivated Wealth Associate to join our team in Wellesley, Massachusetts . This role is a critical part of our relationship management team, providing administrative and analytical support for wealth administration and investment management to assist two Wealth Advisors in our Registered Investment Advisor (RIA) division.
If you have 3–5 years of experience in wealth management administrative services and are eager to grow your career in client relationship management and wealth planning, this is an excellent opportunity. You will work closely with clients and advisors, gaining exposure to all facets of wealth management.
This is a foundational position for someone who values accuracy, organization, and client service and may be a good fit if you have some experience in financial services or are experienced wealth administrator. You’ll gain hands-on experience in wealth administration while building relationships with clients...