Wealth Management Financial Planner

Washington Trust is seeking a motivated client-focused Financial Planner to join our Wealth Management team. This is a strong opportunity for a planning professional who wants to build on their financial planning experience in a highly collaborative environment with a top-tier planning process meaningful client exposure and room for continued this role you will support the development and delivery of comprehensive financial plans for high-net-worth clients while partnering closely with experienced advisors senior planners and internal subject matter position is based in Providence RI with hybrid ResponsibilitiesSupport the development and delivery of comprehensive financial plans using planning tools such as MoneyGuide Elite Holistiplan Luminary Income Lab and Microsoft in client conversations to help gather financial data understand client goals and prepare personalized planning and summarize trust estate and other planning-related documents with guidance from senior team members and external professionals as with tax planning analysis including reviewing client tax information modeling planning scenarios and helping prepare recommendations for discussion with clients and their tax goals-based planning conversations by helping clients evaluate short- and long-term decisions through an educational and consultative with clients advisors attorneys tax preparers and internal partners to help implement financial planning opportunities to deepen client relationships through proactive planning support and thoughtful follow-up with the advisory as a financial planning resource within the team by participating in client meetings planning discussions and internal strategy to planning-related training materials client education pieces and other resources that support Washington Trusts planning compliance with internal policies risk controls and regulatory an exceptional client experience with every degree in Finance Business or a related certification preferred; candidates actively pursuing CFP certification will also be considered. Ideal candidates will have 37 years of financial planning wealth management investment advisory or related to trust estate tax retirement and investment planning concepts preferred with a strong interest in continuing to develop technical planning communication skills with the ability to explain planning concepts clearly and professionally to clients and internal with financial planning software preferred; experience with Luminary MoneyGuide Holistiplan or similar platforms is a skills in Microsoft Excel and the full Microsoft Office organized detail-oriented and able to manage multiple priorities effectively.A growth mindset strong intellectual curiosity and interest in advancing within a high-quality wealth planning good-faith reasonable base salary range for this role is $110000$135000. Actual compensation will be based on relevant experience skills training certifications and education. This role may be eligible for an annual bonus and includes a comprehensive benefits package.