5 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...

  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...

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...

This person oversees and manages the Service and Implementation team for Treasury Management, which has a primary focus of supporting the sales team, onboarding treasury management services, and servicing our commercial clients. This role serves as a key liaison between sales, clients, product management, and back-office operations, ensuring smooth implementation and ongoing management of treasury management services. Strong leadership skills, deep product knowledge, and a client-first mindset to enhance the overall client experience are required. Products Serviced:  Account Analysis; ACH; Business On-Line Banking; Positive Pay; Lockbox; Bill Pay; Reich & Tang DDM; Remote Deposit Capture (mobile and desktop); Wire; ICS; CDARS, Cash Vault Services Key Responsibilities: Client & Relationship Management Serve as the primary point of contact for escalation from her team members. Work closely with front-office sales relationship managers to...

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...