The Washington Trust Company
Westerly, RI
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...