Description
Washington Trust Wealth Management is hiring a Wealth Advisor to serve high-net-worth individuals and families with comprehensive, goals-based advisory services. The role focuses on building trusted client relationships, developing and adjusting holistic financial plans across retirement, estate, tax, insurance, and wealth transfer strategies, and partnering with internal specialists and client service teams. Candidates should hold or be progressing toward CFP or CTFA credentials, have a bachelor’s degree, and bring at least 10 years of relevant experience in financial planning, wealth advisory, or trust services.
