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Wealth Management Professional Jobs in Riverside, RI

Citizens

Wealth Advisor - Johnston, RI

Johnston, RI · On-site

$105K/yr

... professional growth of team members. Wealth Advisors work directly with a variety of business ... Tailor wealth management planning to meet client needs. Utilize the knowledge of internal ...

Citizens Bank

Wealth Advisor - Johnston, RI

Johnston, RI · On-site

$105K/yr

... professional growth of team members. Wealth Advisors work directly with a variety of business ... Primary responsibilities include: • Develop a high-quality wealth management practice that ...

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All JobsWealth Management Professional JobsWealth Management Professional Jobs in Riverside, RI

Wealth Management Professional information

See Riverside, RI salary details

$73.6K

$95.9K

$114.8K

How much do wealth management professional jobs pay per year?

As of Aug 21, 2026, the average yearly pay for wealth management professional in Riverside, RI is $95,918.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,900.00 and $107,000.00 per year, depending on experience, location, and employer.

What is the difference between Wealth Management Professional vs Financial Advisor?

AspectWealth Management ProfessionalFinancial Advisor
CertificationsCFP, CFA, Series 7/66CFP, Series 7/66
Work EnvironmentBanking, private banks, wealth firmsIndependent, firm-based, or bank
Industry UsageHigh-net-worth clients, comprehensive planningGeneral clients, investment advice

Wealth Management Professionals and Financial Advisors often share certifications like CFP and Series 7/66, work with clients in financial planning, and operate in similar environments. However, Wealth Management Professionals typically focus on high-net-worth clients with comprehensive wealth strategies, while Financial Advisors may serve a broader client base with investment and retirement advice.

What are different careers in wealth management?

Careers in wealth management include roles such as financial advisor, portfolio manager, estate planner, and client relationship manager. These professionals typically require strong financial analysis skills, certifications like the CFP or CFA, and work in financial firms or private banks to help clients manage and grow their assets.

What does a wealth management professional do?

A wealth management professional provides financial planning and investment advice to clients, helping them achieve their financial goals. They analyze clients' financial situations, develop personalized strategies, and often use tools like financial software; certifications such as CFP or CFA are common. Their work involves ongoing portfolio management, risk assessment, and client communication to ensure financial growth and stability.

What job categories do people searching Wealth Management Professional jobs in Riverside, RI look for?

The top searched job categories for Wealth Management Professional jobs in Riverside, RI are:

Wealth Management Professional jobs near you
Infographic showing various Wealth Management Professional job openings in Riverside, RI as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $95,918 per year, or $46.1 per hour.

Wealth Management Associate

Washington Trust

Providence, RI • On-site

$65K - $75K/yr

Full-time

Medical, Retirement, PTO

Posted 23 days ago

Job description

Washington Trust has an opportunity for a highly motivated Wealth Associate to join our Wealth Management Administration team. The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational, client service, and account administration support. The Associate is responsible for coordinating administrative processes, maintaining account documentation, supporting client onboarding and servicing activities, and ensuring the timely and accurate execution of operational workflows.
This is an excellent opportunity for someone with 5+ years of experience in wealth management, financial services operations, or client administration who is looking to broaden their knowledge of wealth management practices and client service delivery. This position is part of a career progression track and offers opportunities to develop expertise in fiduciary services, wealth planning, client relationship management, and other areas of wealth management.
Primary Responsibilities
Client & Administrative Support
  • Respond to client and internal inquiries in a timely and professional manner, providing assistance and directing requests to the appropriate team members when needed.
  • Coordinate and schedule client meetings, prepare meeting materials, and support follow-up activities.
  • Process and monitor account-related transactions, including checks, wires, ACH transfers, bill payments, and other administrative requests.
  • Prepare and maintain client records, account documentation, and system data to ensure accuracy and completeness.
  • Support account onboarding, maintenance, and servicing activities throughout the client relationship lifecycle.

Operational & Team Support
  • Gather, organize, and maintain documentation required for account opening, account maintenance, annual reviews, distributions, and account closing activities.
  • Create, update, and maintain records within Wealth Management systems to ensure data integrity and compliance with established procedures.
  • Coordinate administrative workflows and follow-up activities across team members and internal business partners.
  • Prepare correspondence, reports, spreadsheets, and other administrative materials to support departmental operations.
  • Assist with special projects, departmental initiatives, and process improvement efforts as assigned.

Quality Assurance & Process Management
  • Run and review operational reports to monitor account activity, workflow status, and outstanding action items.
  • Maintain reminders, and tracking tools to ensure deadlines, regulatory requirements, and internal procedures are met.
  • Perform quality-control reviews of documentation, account records, and transactions to promote accuracy and consistency.
  • Monitor outstanding requests and follow up with appropriate parties to ensure timely completion of administrative and operational tasks.
  • Identify process improvement opportunities and contribute to enhancing operational efficiency and service delivery.

Requirements and Preferred Qualifications
  • Bachelor's degree or equivalent experience and 5+ years of experience in wealth management operations, financial services administration, client service, account administration, or a related field.
  • Strong understanding of operational workflows, account servicing, documentation management, and administrative processes.
  • Demonstrated ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy in a fast-paced environment.
  • Excellent organizational skills with strong attention to detail and follow-through.
  • Proven experience delivering exceptional client and internal service through effective communication and problem resolution.
  • Proficiency with Microsoft Office applications, particularly Word, Excel, Outlook, and document management systems.
  • Strong written, verbal, and interpersonal communication skills.
  • Professional telephone presence and the ability to interact effectively with clients, colleagues, and business partners.

This position is in Providence or Westerly, RI, but has the option to work remotely from RI, CT, or MA. Candidates must have access to appropriate internet/wi-fi and home workspace (required).
Compensation: A good-faith, reasonable estimate of the base salary range for this role is $65,000-$75,000, and the actual offer will depend on factors such as experience, skills, training, certifications, and education. This base salary reflects one component of our competitive compensation package. This position may be eligible for an annual bonus and includes a comprehensive benefits package.
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.

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