<p>Portfolio Manager & Wealth Advisor</p> <p>Washington Trust Advisors - Wellesley, MA (hybrid)</p> <p>Washington Trust Advisors, a boutique and growing Registered Investment Advisor (RIA), is seeking a seasoned Portfolio Manager & Wealth Advisor to join our investment and planning team. This is a unique opportunity for a professional who thrives in a collaborative environment and enjoys blending investment strategy, financial planning, and client relationship management.</p> <p>In this role, you will design, manage, and monitor customized investment portfolios, develop comprehensive financial plans, and serve as a trusted advisor to high-net-worth individuals, families, and institutions. You'll also contribute to our investment research and asset allocation committees, support business development, and help shape the future of our firm.</p> <p>What You'll Do</p> <ul> <li>Manage discretionary investment portfolios tailored to client goals, risk tolerance, and financial circumstances. </li><li>Deliver holistic financial planning advice, including retirement, tax, estate, and insurance strategies. </li><li>Conduct regular portfolio reviews and performance evaluations with clients. </li><li>Serve as the primary relationship manager for assigned clients, ensuring exceptional service and proactive communication. </li><li>Participate in investment committee meetings, contribute to research, and support asset allocation decisions. </li><li>Collaborate with internal and external professionals (e.g., attorneys, CPAs) to coordinate client solutions. </li><li>Support new business development through referrals, networking, and thought leadership. </li></ul> <p>What You Bring</p> <ul> <li>15+ years of experience in portfolio management, financial planning, and client advisory roles. </li><li>Deep understanding of capital markets, asset allocation, and investment selection. </li><li>Proven ability to build and maintain long-term client relationships based on trust, performance, and service. </li><li>Strong communication skills with the ability to simplify complex financial concepts. </li><li>CFA or CFP designation strongly preferred; </li><li>Series 65 license required (may be acquired after hire). </li><li>Familiarity with tools such as MoneyGuidePro, Holistiplan, and Black Diamond is desirable. </li></ul> <p>Who You Are</p> <ul> <li>A strategic thinker with a passion for markets and a client-first mindset. </li><li>A collaborative team player who thrives in a boutique, high-touch environment. </li><li>A proactive problem-solver who anticipates client needs and delivers tailored solutions. </li><li>A confident communicator who can engage clients, prospects, and colleagues with clarity and empathy. </li></ul> <p>Why Washington Trust Advisors?</p> <p>As a wholly owned subsidiary of The Washington Trust Company, we combine the personalized service of a boutique firm with the strength and stability of a 200+ year-old institution. Our culture is rooted in integrity, collaboration, and a deep commitment to our clients and communities. We value our people and foster an environment where professionals are empowered, supported, and inspired to grow</p>