3 wealth planner jobs found

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...

Washington Trust Wealth Management is seeking an experienced, detail-oriented Relationship Manager to deliver exceptional service to high-net-worth clients. This role serves as a key client contact and is responsible for managing complex administrative and operational activities with accuracy, sound judgment, and a strong commitment to compliance and service excellence. The Relationship Manager works closely with Portfolio Managers, Wealth Advisors, Financial Planners, banking partners, tax professionals, and fiduciary specialists to deliver integrated wealth management solutions.   The ideal candidate brings strong relationship management capabilities, sound fiduciary and operational judgment, and the ability to work independently while collaborating effectively across teams.   Key Responsibilities: Client relationship management: Build and maintain strong, long-term relationships with clients, beneficiaries, family members, professional advisors, and centers of...

The Washington Trust Company is seeking an individual with strong accounting analytical and organizational skills to support our Business Banking team located in Warwick, Rhode Island. This position will be required to research, gather information, analyze, and present credit write-ups to support credit decision making, and underwriting for business banking commercial loans. This position will have exposure to various aspects of the commercial lending function and interact with customers and internal staff.    This position supports a hybrid on-site/remote work schedule.   Primary Responsibilities: Develop and analyze various credit information pertaining to small business lending transactions; analyze historical and current financials, develop proformas, prepare annual status reviews, property inspections, special projects in support of the team as requested.   This includes evaluating credit risk, industry/market research, collateral, and ability to service...