Advisory jobs in westerly USA
2 advisory jobs found in westerly: showing 1 - 2
Wealth Advisor
Company: Washington Trust |
to provide comprehensive advisory services to high-net-worth individuals and families. This role is centered on helping clients... of experience in financial planning, wealth advisory, trust services, or related field Strong knowledge of financial planningLocation: Westerly, RI, USA
| Salary: US$125000 - 175000 per year | Date posted: 29 Sep 2026
Experienced Tax Professional
Company: H&R Block |
preparing individual and business returns Experience working in a client facing, consultative, or advisory role Strong verbal... Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT) Experience in a consultative or advisory client relationship