Wealth Advisor - Holistic, Fiduciary Guidance for HNW
Job in
Providence, Providence County, Rhode Island, 02912, USA
Listed on 2026-08-01
Listing for:
The Washington Trust Company
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
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 centers on holistic planning, ongoing guidance, and fiduciary responsibility.
The ideal candidate holds a CFP® designation or CTFA credential and brings a strong commitment to fiduciary responsibility and client service excellence, with 10+ years in financial planning or wealth advisory.
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