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Financial Planner Jobs in Rhode Island (NOW HIRING)

washingtontrust

$110K - $135K/yr

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 ...

washingtontrust

$110K - $135K/yr

Washington Trust is seeking a highly skilled and client-focused Senior Financial Planner to join our Wealth Management team. In this role, you will create and present comprehensive financial plans ...

Northwestern Mutual

Financial Advisor

Providence, RI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Providence, RI

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Providence, RI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

CVS Health

Senior Analyst, FP&A

Woonsocket, RI · On-site

$46K - $112K/yr

As an FP&A Sr. Analyst you will support the Specialty Pharmacy business unit at CVS Health in budgeting, modeling, forecasting and variance analysis. Some areas of focus for this role could include ...

Career Movement

Financial Controller

Providence, RI · On-site

Lead FP&A activities including budgeting, forecasting, and executive level reporting * Partner with the CFO on strategic finance initiatives and long range planning * Identify and implement AI ...

Cherry Bekaert

FP&A Senior Manager

West Warwick, RI

$104K - $142K/yr

Senior FP&A leader responsible for financial planning, forecasting, and analytics for assigned service line(s). Partners directly with service line leadership to deliver forward-looking financial ...

Cherry Bekaert

FP&A Senior Manager

West Warwick, RI

$104K - $142K/yr

Senior FP&A leader responsible for financial planning, forecasting, and analytics for assigned service line(s). Partners directly with service line leadership to deliver forward-looking financial ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Rhode Island

Financial Planner information

See Rhode Island salary details

$49.5K

$94.7K

$136.6K

How much do financial planner jobs pay per year?

As of Sep 1, 2026, the average yearly pay for financial planner in Rhode Island is $94,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,400.00 and $99,900.00 per year, depending on experience, location, and employer.

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.
More about Financial Planner jobs

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

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

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

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

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

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

What cities in Rhode Island are hiring for Financial Planner jobs?

Cities in Rhode Island with the most Financial Planner job openings:

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

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

Financial Planner jobs near you
Infographic showing various Financial Planner 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 $94,681 per year, or $45.5 per hour.

Wealth Management Financial Planner

washingtontrust

Hybrid

$110K - $135K/yr

Full-time

Re-posted 4 days ago

Job description

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 growth. In 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 experts.

This position is based in Providence, RI, with hybrid flexibility.

Key Responsibilities

  • Support the development and delivery of comprehensive financial plans using planning tools such as MoneyGuide Elite, Holistiplan, Luminary, Income Lab, and Microsoft Excel.
  • Participate in client conversations to help gather financial data, understand client goals, and prepare personalized planning strategies.
  • Review and summarize trust, estate, and other planning-related documents, with guidance from senior team members and external professionals as appropriate.
  • Assist with tax planning analysis, including reviewing client tax information, modeling planning scenarios, and helping prepare recommendations for discussion with clients and their tax advisors.
  • Support goals-based planning conversations by helping clients evaluate short- and long-term decisions through an educational and consultative approach.
  • Collaborate with clients, advisors, attorneys, tax preparers, and internal partners to help implement financial planning recommendations.
  • Identify opportunities to deepen client relationships through proactive planning support and thoughtful follow-up with the advisory team.
  • Grow as a financial planning resource within the team by participating in client meetings, planning discussions, and internal strategy sessions.
  • Contribute to planning-related training materials, client education pieces, and other resources that support Washington Trust’s planning process.
  • Ensure compliance with internal policies, risk controls, and regulatory standards.
  • Deliver an exceptional client experience with every interaction.

Qualifications

  • Bachelor’s degree in Finance, Business, or a related field.
  • CFP® certification preferred; candidates actively pursuing CFP® certification will also be considered. Ideal candidates will have 3–7 years of financial planning, wealth management, investment advisory, or related experience.
  • Exposure to trust, estate, tax, retirement, and investment planning concepts preferred, with a strong interest in continuing to develop technical planning expertise.
  • Strong communication skills, with the ability to explain planning concepts clearly and professionally to clients and internal partners.
  • Experience with financial planning software preferred; experience with Luminary, MoneyGuide, Holistiplan, or similar platforms is a plus.
  • Advanced skills in Microsoft Excel and the full Microsoft Office suite.
  • Highly 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 environment.

Compensation

The good-faith, reasonable base salary range for this role is $110,000–$135,000. 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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