20 finance jobs found

Washington Trust is seeking a highly skilled and client-focused  Senior Financial Planner  to join our Wealth Management team. In this role, you will create and present comprehensive financial plans for our High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. You’ll serve as a trusted advisor and subject matter expert, helping clients navigate complex financial decisions while supporting our internal teams with your planning expertise.   This position is based in Providence, RI, with hybrid opportunities. Key Responsibilities Develop and deliver sophisticated financial plans using tools such as MoneyGuide Elite, Holistiplan, Vanilla, Income Lab and Microsoft Excel to high net worth and ultra-high net worth clients. Engage clients in meaningful conversations to gather financial data and present personalized planning strategies. Interpret trust and estate planning documents, create abstractions in software and present to clients. Model estate planning...

Are you interested in gaining hands-on experience in the financial services industry while working alongside experienced professionals? The Washington Trust Company is excited to offer a full-time paid internship opportunity in Wealth Management Operations.  This position will support the daily activities of our Wealth Management Operations team, helping to ensure the efficient processing of client transactions, account maintenance, reporting, and operational workflows.  This internship will provide a unique opportunity to gain exposure to the functions that support exceptional client service and the delivery of wealth management solutions while building valuable skills in a dynamic and collaborative environment.    Job Summary & Responsibilities:   The internship will provide the unique opportunity to: Immerse yourself in the daily responsibilities, projects, and initiatives of the department Collaborate with seasoned professionals Interact with...

The Washington Trust Company is seeking a Temporary Wealth Management Assistant to support its Wealth Management Operations team.  This position will assist with the efficient processing of client transactions, account maintenance, reporting, and operational workflows.   Job Summary & Responsibilities:   Immerse yourself in the daily responsibilities, projects, and initiatives of the department Collaborate with seasoned professionals Interact with team members and senior leadership Provide clerical and administrative support to Wealth Management Operations   Qualifications: College graduate, or pursuing a degree, in Finance, Accounting, or similar business-related field Proficient in Microsoft Office products (especially Excel) Excellent organizational skills Strong language/communication skills Strong administrative support experience Must be available full-time (40 hours/week during business hours)...

  The Loan Servicing Flex Specialist supports the Loan Servicing and Loan Setup teams. The role requires an experienced, detailed oriented professional with strong analytical skills and the ability to manage a broad range of loan setup, servicing, and maintenance activities for mortgage, commercial, and consumer loan files.    This position supports a hybrid on-site/remote schedule.     PRIMARY RESPONSIBILITIES   Process loan payments and other financial transitions accurately, efficiently, and in accordance with established procedures. Calculate, verify, and process payoff quote requests received from internal and external sources. Maintain a comprehensive working knowledge of servicing requirements across all loan products. Process participation loan payments and disbursements, including interest calculations, and research and resolve discrepancies with partner institutions. Respond to internal and external customer inquiries through the phone...

Bank Teller We are seeking a customer service-oriented individual to provide friendly, efficient, and informative service to our valued customers. If you’re an experienced banking professional, or you have similar work experience with skills that will successfully assist you to grow into this role, this opportunity may be for you.     Responsibilities:   Perform at a high level of accuracy and efficiency when conducting customer transactions Adhere to all required policies and procedures Provide an excellent customer experience Support the customer experience by identifying customer needs, promoting a complete line of retail banking products and financial solutions  Provide assistance to customers with inquiries and/or problem resolution   Requirements: Possess excellent communication and interpersonal skills Prior cash handling experience preferred Proficient PC skills including MS Office   Prior banking...

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 is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Sharon, MA. 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 company paid...

Washington Trust is looking for a dynamic experienced Commercial Real Estate Lender with a focus on the Connecticut Market to join our CRE lending team. This position will become part of a collaborative, results oriented team focused on providing commercial real estate lending products and services to new and existing customers of The Washington Trust Company.   We offer a hybrid work schedule with on-site work in our New Haven and Westerly, RI offices.      Responsibilities:   Develop and service a growing commercial real estate loan portfolio by establishing and supporting a robust calling plan. Maintain relationships with existing customers, prospects, and referral sources to achieve loan and deposit production goals while ensuring compliance with credit policies and procedures and established standards. Position requirements : 7+ years of commercial real estate lending experience with an established network of customers and...

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...

Washington Trust is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Connecticut. 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 company paid...

Commercial Credit Administration Manager Washington Trust has an opportunity for an experienced commercial credit administration professional to join our Credit Risk team as a Commercial Credit Administration Manager. This role is responsible for overseeing commercial loan documentation quality control, credit administration functions, operational risk management processes, and staff development within the Credit Risk function. The successful candidate will serve as a key resource for commercial loan documentation, regulatory compliance, operational controls, and risk management matters while supporting the Bank's commitment to strong credit governance and sound risk management practices.   Why Washington Trust At Washington Trust, your work has visible impact; on our customers, our colleagues, and the communities we serve. This role offers the opportunity to contribute to strong credit governance, support effective commercial lending operations, and help lead...

Branch Flex Banker   Branch Banking Careers Available at Washington Trust! Our branch banking employees create an environment of trust and an exceptional experience for our customers.  We’re looking to add to our team in various branches throughout RI.    If you’re an experienced banking professional, or you have similar work experience with skills that will successfully assist you to grow into this role, this opportunity may be for you.     What your responsibilities will be:   While actively engaging with the customer, process customer transactions accurately Understanding and applying bank policies and procedures Provide a superior banking experience for the customer through a relationship building approach Proactively seek and recommend the best products and services to fit the customer’s needs Contribute to the achievement of sales objectives Accurately and efficiently process and manage customer...

We are seeking experienced Mortgage Originators for a Community Lending Officer role to support our diverse communities . The Community Lending Originator supports educational activities, outreach efforts, and the full-cycle lending process for all Washington Trust clients, and potential clients, with a concentration on first-time home buyers and customers in designated CRA lending areas.  The Community Lending Originator strengthens and develops strong community relationships and supports the growth and development of Washington Trust in Massachusetts.   Washington Trust is well known for our community involvement.  We believe that our success as an institution is part and parcel of the achievement of the communities as a whole.  We are seeking professionals who share our passion and support our core values of quality, collaboration, integrity, agility, and community.   This position requires 3+ years of mortgage origination experience with a proven record of...

Senior Mortgage Executive – Lending Support Services We are seeking a seasoned mortgage executive to lead our Mortgage Operations and Secondary Marketing functions. This individual will play a critical leadership role in driving operational excellence, supporting production growth, and optimizing secondary market execution. As a key member of the Retail Lending leadership team, this role is responsible for the full lifecycle support of residential mortgage origination, including credit policy, underwriting oversight, operational execution, and secondary marketing strategy. The position will report directly to the EVP Chief Retail Lending Officer. Location: Westerly, Rhode Island (Hybrid). Candidates must be based in New England with Massachusetts, Rhode Island, or Connecticut preferred.   Position Overview This leader will ensure a high-performing, scalable mortgage platform that balances growth, efficiency, and risk discipline. The role requires strong...

Washington Trust is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Northern 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...

Washington Trust is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Braintree, MA. 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 company...

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...

Washington Trust is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Wellesley, MA. 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 company...

As a Commercial Relationship Manager with the Washington Trust C&I Lending team, you will provide a selection of services (primarily commercial credits and treasury management services) to business clients through active business development and relationship management. Develop relationships with large middle market businesses and their owners. Manage a portfolio of high performing commercial relationships to include but not limited to C&I lending and/or specifically agreed upon specialized industry verticals.   We support a hybrid work schedule with on-site work at our offices in Providence, RI.    In this role you'll have the opportunity to: Generate revenue derived through targeted business development activities with existing commercial clients and new commercial prospect opportunities. Utilize sales expertise to build a portfolio of prospective clients and leverage an extensive referral network.  Structure, underwrite, and present credit...

Washington Trust is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Burlington, MA. 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 company paid sales tools...