Senior Wealth Planner - HNW/UHNW (Hybrid)
Washington Trust Company
Washington Trust Company in Providence, RI, seeks a Senior Financial Planner to join our Wealth Management team. You will create and present comprehensive financial plans for high net worth clients and UHNW individuals, acting as a trusted advisor and planning expert. The role is based in Providence with hybrid opportunities. You will work with internal partners on estate and tax strategies, model scenarios in planning software like MoneyGuide Elite and Luminary, and guide clients through #J-18808-Ljbffr Washington Trust Company
Vacancy posted 2 days ago
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