Portfolio Manager & Wealth Advisor

Portfolio Manager & Wealth Advisor

Washington Trust Advisors - Wellesley, MA (hybrid)

Washington Trust Advisors, a boutique and growing Registered Investment Advisor (RIA), is seeking a seasoned Portfolio Manager & Wealth Advisor to join our investment and planning team. This is a unique opportunity for a professional who thrives in a collaborative environment and enjoys blending investment strategy, financial planning, and client relationship management.

In this role, you will design, manage, and monitor customized investment portfolios, develop comprehensive financial plans, and serve as a trusted advisor to high-net-worth individuals, families, and institutions. You'll also contribute to our investment research and asset allocation committees, support business development, and help shape the future of our firm.

What You'll Do

• Manage discretionary investment portfolios tailored to client goals, risk tolerance, and financial circumstances.
• Deliver holistic financial planning advice, including retirement, tax, estate, and insurance strategies.
• Conduct regular portfolio reviews and performance evaluations with clients.
• Serve as the primary relationship manager for assigned clients, ensuring exceptional service and proactive communication.
• Participate in investment committee meetings, contribute to research, and support asset allocation decisions.
• Collaborate with internal and external professionals (e.g., attorneys, CPAs) to coordinate client solutions.
• Support new business development through referrals, networking, and thought leadership.

What You Bring

• 15+ years of experience in portfolio management, financial planning, and client advisory roles.
• Deep understanding of capital markets, asset allocation, and investment selection.
• Proven ability to build and maintain long-term client relationships based on trust, performance, and service.
• Strong communication skills with the ability to simplify complex financial concepts.
• CFA or CFP designation strongly preferred;
• Series 65 license required (may be acquired after hire).
• Familiarity with tools such as MoneyGuidePro, Holistiplan, and Black Diamond is desirable.

Who You Are

• A strategic thinker with a passion for markets and a client-first mindset.
• A collaborative team player who thrives in a boutique, high-touch environment.
• A proactive problem-solver who anticipates client needs and delivers tailored solutions.
• A confident communicator who can engage clients, prospects, and colleagues with clarity and empathy.

Why Washington Trust Advisors?

As a wholly owned subsidiary of The Washington Trust Company, we combine the personalized service of a boutique firm with the strength and stability of a 200+ year-old institution. Our culture is rooted in integrity, collaboration, and a deep commitment to our clients and communities. We value our people and foster an environment where professionals are empowered, supported, and inspired to grow

Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan. We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth. Apply today and find out why we have been voted one of the Best Places to Work in Rhode Island since 2011!

The Washington Trust Company, and each of its subsidiaries and affiliates are committed to providing equal employment opportunities to all employees and applicants as protected by state and/or federal law.