Wealth Management Senior Financial Planner

Washington Trust is seeking a highly skilled and client-focusedSenior Financial Plannerto join our Wealth Management this role you will create and present comprehensive financial plans for our High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. Youll serve as a trusted advisor and subject matter expert helping clients navigate complex financial decisions while supporting our internal teams with your planning position is based in Providence RI with hybrid ResponsibilitiesDevelop and deliver sophisticated financial plans using tools such as MoneyGuide Elite Holistiplan Luminary Income Lab and Microsoft Excel to high net worth and ultra-high net worth clients in meaningful conversations to gather financial data and present personalized planning trust and estate planning documents create abstractions in software and present to clients. Model estate planning strategies in software and present to client tax returns model scenarios in tax planning software and present strategies to clients. Discuss strategies such as Roth conversions charitable funding options income planning strategies. Model multi-year tax planning strategies and share with clients and their tax in goals planning discussions helping clients make short and long-term decisions uncovering risks and opportunities using an educational consultative approach. Collaborate with clients internal and external partners such as attorneys and tax preparers to implement financial opportunities to deepen client engagement through proactive planning initiatives with your team members. You will be responsible for engaging clients in financial planning for your as the financial planning expert for your team and the broader division participating in client meetings and strategic the Director in creating training materials client publications and marketing compliance with internal policies risk controls and regulatory an exceptional client experience with every degree in Finance Business or a related certificationrequired with510 yearsof comprehensive financial planning experience. Must have knowledge of all financial planning with trust and estate planning; fiduciary trustee experience is a presentation and communication skills with the ability to explain complex financial topics in financial planning software (Luminary and MoneyGuide preferred).Advanced skills in Microsoft Excel and the full Microsoft Office organized detail-oriented and able to manage multiple priorities 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.