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Financial Planner Jobs in Rhode Island (NOW HIRING)

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 ...

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 ...

Cherry Bekaert

FP&A Senior Manager

West Warwick, RI · On-site

$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 · On-site

$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 Aug 23, 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 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $94,681 per year, or $45.5 per hour.

Wealth Management Senior Financial Planner

washingtontrust

Hybrid

$110K - $135K/yr

Full-time

Posted 25 days ago

Job description

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 for our High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. You’ll serve as a trusted advisor and subject matter expert, helping clients navigate complex financial decisions while supporting our internal teams with your planning expertise.

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

Key Responsibilities

  • Develop 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.
  • Engage clients in meaningful conversations to gather financial data and present personalized planning strategies.
  • Interpret trust and estate planning documents, create abstractions in software and present to clients. Model estate planning strategies in software and present to clients.
  • Using 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 preparers.
  • Engage 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 recommendations.
  • Identify 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 team.
  • Serve as the financial planning expert for your team and the broader division, participating in client meetings and strategic discussions.
  • Support the Director in creating training materials, client publications, and marketing content.
  • 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 required, with 5–10 years of comprehensive financial planning experience. Must have knowledge of all financial planning topics.
  • Experience with trust and estate planning; fiduciary trustee experience is a plus.
  • Strong presentation and communication skills, with the ability to explain complex financial topics clearly.
  • Proficiency in financial planning software (Luminary and MoneyGuide preferred).
  • Advanced skills in Microsoft Excel and the full Microsoft Office suite.
  • Highly organized, detail-oriented, and able to manage multiple priorities effectively.

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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