2 jobs found in Westerly, RI

Washington Trust is seeking an experienced Bank Fraud Investigator to join our Security team located in Westerly, RI. This position will be responsible for managing fraud alerts and internal and external fraud case referrals from various sources, as well as daily review and disposition of fraud alerts utilizing Verafin.  This position includes independent case management responsibilities, including regular interaction with law enforcement, and preparation and filing of criminal complaints and referrals.   This position supports a hybrid on-site/remote work schedule.   PRIMARY RESPONSIBILITIES Review and disposition fraud alerts in Verafin Review, respond and disposition fraud alerts related to online banking activity, mobile/ATM deposits, elder financial exploitation Intake branch and business line referrals for fraudulent situations involving consumer, online banking, business and wealth management customers Fraud case management, including case entry 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...