Top 5 Certified financial planner Jobs in Westerly, Ri

Wealth Advisor
The Washington Trust Company —Westerly, RI
- $125,000 - $175,000 a year
- Full-time
- Finance
- Bachelor's degree
- Financial services
- Health insurance
- 401(k)
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Personal Financial Counselor, Assignment Ready Counselor - Rhode Island
Magellan Health —Kingston, RI
- $58,440 - $93,500 a year
- Part-time
- Spanish
- English
- Mid-level
Financial Advisor
Tumolo Financial —East Lyme, CT
- $75,000 - $150,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Computer literacy
- Health savings account
- Paid holidays
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5d

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Personal Financial Counselor, Assignment Ready Counselor - Rhode Island
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Wealth Advisor

The Washington Trust Company -
Westerly, RI

Quick Apply

Job Details

Full-time
$125,000 - $175,000 a year

Benefits

Health insurance
401(k)
Paid time off

Qualifications

Estate planning needs analysis
Customer relationship building
Income tax planning
Bachelor's degree
Fiduciary duties
Financial services
Estate planning
Retirement planning advisory services

Full Job Description

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 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
Experience managing high-net-worth client portfolios
Comprehensive understanding of investment products and market knowledge
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 primary contact for clients, providing ongoing counsel and education
Partner with internal specialists (trust, tax, investment, planning and estate professionals) to deliver integrated wealth solutions
Work collaboratively with Wealth Administrators and Associates to ensure client service standards are met
Guide clients through complex financial decisions with clarity and confidence
Maintain data on clients in system of record and CRM.

Qualifications

CFP® designation preferred
Bachelor’s degree in Finance, Business, or a related field
Minimum of 10 years of experience in financial planning, wealth advisory, trust services, or related field
Strong knowledge of financial planning disciplines, including retirement, estate, tax, and fiduciary strategies
Demonstrated ability to build and sustain client relationships
Excellent communication, presentation, and interpersonal skills
Commitment to providing exceptional client service and putting clients’ best interests first

Preferred Qualifications

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

What Sets You Apart

Passion for helping clients achieve long-term financial well-being
Strong emotional intelligence and relationship management skills
Ability to integrate planning strategies with trust and fiduciary considerations
Clear communicator who can simplify complex financial concepts
Proactive 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.

Compensation
The 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

Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan. We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth. Apply today and find out why we have been voted one of the Best Places to Work in Rhode Island since 2011!

The Washington Trust Company, and each of its subsidiaries and affiliates are committed to providing equal employment opportunities to all employees and applicants as protected by state and/or federal law.

Quick Apply

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certified financial planner jobs in westerly, ri

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Personal Financial Counselor, Assignment Ready Counselor - Rhode Island

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