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Associate Financial Advisor Jobs in Rhode Island

washingtontrust

Wealth Advisor

Providence, RI · On-site

$125K - $175K/yr

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship ... Associates to ensure client service standards are met * Guide clients through complex financial ...

washingtontrust

Wealth Advisor

Providence, RI · On-site

$125K - $175K/yr

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship ... Associates to ensure client service standards are met * Guide clients through complex financial ...

Washington Trust

Wealth Advisor

Providence, RI · On-site

$125K - $175K/yr

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship ... Associates to ensure client service standards are met * Guide clients through complex financial ...

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Showing results 41-60

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Rhode Island

Associate Financial Advisor information

See Rhode Island salary details

$37.7K

$65.8K

$110.2K

How much do associate financial advisor jobs pay per year?

As of Sep 7, 2026, the average yearly pay for associate financial advisor in Rhode Island is $65,768.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,200.00 and $80,800.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are the most commonly searched types of Financial Advisor jobs in Rhode Island?

The most popular types of Financial Advisor jobs in Rhode Island are:

What are popular job titles related to Associate Financial Advisor jobs in Rhode Island?

For Associate Financial Advisor jobs in Rhode Island, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Rhode Island look for?

The top searched job categories for Associate Financial Advisor jobs in Rhode Island are:

What cities in Rhode Island are hiring for Associate Financial Advisor jobs?

Cities in Rhode Island with the most Associate Financial Advisor job openings:

What are popular job titles related to Associate Financial Advisor jobs in RI?

For Associate Financial Advisor jobs in RI, the most frequently searched job titles are:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Rhode Island as of August 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $65,768 per year, or $31.6 per hour.

Wealth Advisor

washingtontrust

Providence, RI • On-site

$125K - $175K/yr

Full-time

Re-posted 12 days ago

Job description

Wealth Advisor


Washington Trust Wealth Management is seeking a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and families. This role is centered on helping clients achieve their financial goals through holistic advice, thoughtful planning, and ongoing guidance.

The ideal candidate holds a Certified Financial Planner (CFP®) designation  credential and brings a strong commitment to fiduciary responsibility and client service excellence.

Key Responsibilities

  • Build and maintain long-term, trusted relationships with clients by delivering personalized, goals-based financial advice
  • Experience managing high-net-worth client portfolios
  • Comprehensive understanding of investment products and market knowledge
  • Develop and implement comprehensive financial plans, including retirement, estate, tax, insurance, and wealth transfer strategies
  • Conduct regular client reviews and proactively adjust plans based on life events, market changes, and evolving goals
  • Serve as the primary contact for clients, providing ongoing counsel and education
  • Partner with internal specialists (trust, tax, investment, planning and estate professionals) to deliver integrated wealth solutions
  • Work collaboratively with Wealth Administrators and Associates to ensure client service standards are met
  • Guide clients through complex financial decisions with clarity and confidence
  • Maintain data on clients in system of record and CRM.

Qualifications

  • CFP® designation preferred 
  • Bachelor’s degree in Finance, Business, or a related field
  • Minimum of 10 years of experience in financial planning, wealth advisory, trust services, or related field
  • Strong knowledge of financial planning disciplines, including retirement, estate, tax, and fiduciary strategies
  • Demonstrated ability to build and sustain client relationships
  • Excellent communication, presentation, and interpersonal skills
  • Commitment to providing exceptional client service and putting clients’ best interests first

Preferred Qualifications

  • Experience serving high-net-worth or ultra-high-net-worth clients
  • Familiarity with portfolio management and financial planning tools and CRM systems

What Sets You Apart

  • Passion for helping clients achieve long-term financial well-being
  • Strong emotional intelligence and relationship management skills
  • Ability to integrate planning strategies with trust and fiduciary considerations
  • Clear communicator who can simplify complex financial concepts
  • Proactive and service-oriented mindset

Why Join Us?

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. We have been providing client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses for more than a century.  You will be a key part of our continuing success, and we strive to create an environment where people feel valued, empowered, and heard. At Washington Trust, our culture is rooted in integrity, collaboration, and a deep commitment to our clients and communities.

Compensation

The good-faith, reasonable base salary range for this role is $125,000–$175,000. 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

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