Wealth Advisor

Wealth AdvisorWashington 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 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 adviceExperience managing high-net-worth client portfoliosComprehensive understanding of investment products and market knowledgeDevelop and implement comprehensive financial plans, including retirement, estate, tax, insurance, and wealth transfer strategiesConduct regular client reviews and proactively adjust plans based on life events, market changes, and evolving goalsServe as the primary contact for clients, providing ongoing counsel and educationPartner with internal specialists (trust, tax, investment, planning and estate professionals) to deliver integrated wealth solutionsWork collaboratively with Wealth Administrators and Associates to ensure client service standards are metGuide clients through complex financial decisions with clarity and confidenceMaintain data on clients in system of record and CRM.

Qualifications

CFP designation preferredBachelor's degree in Finance, Business, or a related fieldMinimum of 10 years of experience in financial planning, wealth advisory, trust services, or related fieldStrong knowledge of financial planning disciplines, including retirement, estate, tax, and fiduciary strategiesDemonstrated ability to build and sustain client relationshipsExcellent communication, presentation, and interpersonal skillsCommitment to providing exceptional client service and putting clients' best interests first

Preferred Qualifications

Experience serving high-net-worth or ultra-high-net-worth clientsFamiliarity with portfolio management and financial planning tools and CRM systems

What Sets You Apart

Passion for helping clients achieve long-term financial well-beingStrong emotional intelligence and relationship management skillsAbility to integrate planning strategies with trust and fiduciary considerationsClear communicator who can simplify complex financial conceptsProactive and service-oriented mindset

Why Join Us?Washington Trust has been committed to serving as a trusted advisor and supporting the long-term financial well-being of our customers and our communities since 1800. We have been providing client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses for more than a century. You will be a key part of our continuing success, and we strive to create an environment where people feel valued, empowered, and heard. At Washington Trust, our culture is rooted in integrity, collaboration, and a deep commitment to our clients and communities.

CompensationThe good-faith, reasonable base salary range for this role is $125,000-$175,000. Actual compensation will be based on relevant experience, skills, training, certifications, and education. This role may be eligible for an annual bonus and includes a comprehensive benefits package