Wealth Advisor Position Available In Norfolk, Massachusetts

Wealth Advisor 3.7 3.7 out of 5 stars Wellesley, MA • Hybrid work

Location:

This position is located in Wellesley, MA, and may be hybrid within MA, CT and RI.

Company:

Washington Trust Advisors Washington Trust Advisors, a growing Registered Investment Advisor (RIA), is seeking an experienced Wealth Advisor to add to our investment management services and financial planning team . We are seeking an experienced Advisor to be part of a team working to design, manage, and monitor customized investment portfolios and financial plans, and coordinate with ancillary professionals to benefit our clients. This position will participate in the investment research and asset allocation committees as well as large account presentations, complex case resolutions, and prospective client engagements. The ideal candidate combines strong financial planning with deep market insight in a role that blends investment strategy with client relationship management.

You’ll also play a key role in business development, investment analysis, and committee participation.

Key Responsibilities:

Provide advice to clients on broad financial planning matters, including investments, retirement planning, taxes, and estate planning. Conduct periodic account reviews of investments, performance, client goals, and objectives. Buy and sell securities for assigned accounts in accordance with policies and procedures. Coordinate client communications Understand and effectively utilize financial planning software Support client retention efforts and new business development. Demonstrate a consistently positive attitude and prioritize excellent client service.

Qualifications:

15+ years of experience in financial planning, portfolio management, and wealth advisory. Strong understanding of financial markets, valuation techniques, and risk management Excellent interpersonal and communication skills, with a client-first mindset CFP designation strongly preferred; CFA desirable Series 65 license required

What We’re Looking For:

Extensive knowledge of investments and their effect on the investment plans designed to meet the intent of the client; he ability to analyze securities and make investment recommendations and decisions is required. Knowledge of ancillary wealth management solutions, such as insurance and tax strategies. Experience with Money Guide, Holistiplan, and Black Diamond desired. A natural communicator who can translate complex market insights into actionable advice for clients A trusted advisor who builds long-term relationships through transparency, performance, and service Washington Trust Advisors is a wholly owned subsidiary of The Washington Trust Company, of Westerly. 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. Washington Trust has been providing client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses for more than a century. Our employees are the foundation of our success, and we strive to create an environment where people feel valued, empowered, and heard. Our talented team provides an exceptional customer experience by building strong relationships with our customers, listening to and understanding their needs and challenges, and providing expert advice and personalized solutions. As an organization, we work hard to foster an environment that is supportive, team-oriented, and full of spirit, passion, and a desire to do what’s best for fellow employees, our customers, and our communities. To apply, submit your application to Washington Trust |

Careers Job Type:

Full-time Benefits:

401(k) Health insurance Life insurance Ability to

Commute:

Wellesley, MA (Preferred) Ability to

Relocate:

Wellesley, MA:

Relocate before starting work (Preferred)

Work Location:

Hybrid remote in Wellesley, MA