Washington Trust Wealth Management seeks a client-focused 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 and brings a strong commitment to fiduciary service and client excellence. You will collaborate with internal specialists to deliver integrated wealth solutions and maintain CRM data for ongoing client
#J-18808-LjbffrSenior Wealth Advisor: Holistic Planning for HNW Clients in providence at Unknown Company
This position is listed as full time and onsite.