2 jobs found in Westerly

Washington Trust is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Southern Rhode Island. If you’re an independent, energetic, and sales-driven professional with a passion for helping clients achieve homeownership, we want to hear from you!   Why Washington Trust? Comprehensive product menu and expansive portfolio lending program Access to leadership—your manager and senior management are invested in your success Sales oriented Operations team that will support your business Voted one of the Best Places to Work in RI since 2011 Oldest community bank in the US.  Established in 1800 and still going strong     What You’ll Do Originate mortgage loans and build strong relationships with clients, realtors, and referral partners Market to realtors, builders, and other referral sources Deliver exceptional service throughout the mortgage process Be part of a winning team with access to...

Wealth Advisor 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.   Key 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...