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Financial Planning Associate Jobs in Rhode Island

washingtontrust

Wealth Advisor

Providence, RI

$125K - $175K/yr

The ideal candidate holds a Certified Financial Planner (CFP ® ) designation credential and brings ... Work collaboratively with Wealth Administrators and Associates to ensure client service standards ...

Washington Trust

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

The ideal candidate holds a Certified Financial Planner (CFP ® ) designation credential and brings ... Work collaboratively with Wealth Administrators and Associates to ensure client service standards ...

Morgan Stanley

Business Development Associate

Newport, RI · On-site

$44K - $61K/yr

... financial planning. DUTIES and RESPONSIBILITIES: • Cultivating relationships with business ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

Morgan Stanley

Business Development Associate

Newport, RI · On-site

$44K - $61K/yr

... and financial planning. DUTIES and RESPONSIBILITIES: Cultivating relationships with business ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

Meals on Wheels of RI

Finance Assistant

Providence, RI

$16 - $20/hr

It also assists with related functions when needed such as business planning, budgeting, and ... Associates Degree or equivalent education/experience required. B.A. in accounting, business or a ...

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Financial Planning Associate information

See Rhode Island salary details

$13

$31

$66

How much do financial planning associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for financial planning associate in Rhode Island is $31.30, according to ZipRecruiter salary data. Most workers in this role earn between $20.24 and $33.65 per hour, depending on experience, location, and employer.

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

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.

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

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

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

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

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

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

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

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

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $65,106 per year, or $31.3 per hour.

Wealth Advisor

washingtontrust

Providence, RI

$125K - $175K/yr

Full-time

Posted 18 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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