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Wealth Management Associate — Client Services

Job in Providence, Providence County, Rhode Island, 02912, USA
Listing for: The Washington Trust Company
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 66000 - 83000 USD Yearly USD 66000.00 83000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Associate — Client Services & Growth
A prominent financial institution is looking for a motivated Wealth Management Associate in Wellesley, MA. This entry-level position includes supporting Wealth Advisors and providing administrative assistance. Ideal candidates have 3+ years of experience in wealth management, strong customer service skills, and proficiency in Microsoft Word and Excel. The position offers a competitive salary range of $66,000–$83,000, along with a comprehensive benefits package and potential for career growth in finance.
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Position Requirements
10+ Years work experience
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