Senior Wealth & Trust Advisor – Client-Focused Fiduciary

Baker Boyer; Yakima (WA); On-site; USD 93,000 - 144,000; Full time

Benefits offered by this job

Medical, Dental, Vision plans

401(k) match and profit-sharing

22 days of vacation

11 Paid Federal Holidays

Life Assistance Plan

Employee Wellness Program

8 hours of paid volunteer time

Job summary

Baker Boyer is seeking a Wealth and Trust Advisor in Yakima, WA to manage client relationships within DS Baker Advisors. The role requires extensive fiduciary expertise and client service experience in banking or finance, alongside a degree in a relevant field. The position offers competitive salary ranging from $93,000 to $144,000, along with comprehensive benefits including medical plans, a 401(k) match, and ample vacation time. The candidate should possess excellent customer care and leadership skills and experience in wealth management.

Qualifications

• Four to six years in a client-facing service and sales role.
• Experience in banking or financial services, focusing on client retention.
• Knowledge in Wealth Management and fiduciary services.

Responsibilities

• Manage and develop relationships with trust and investment clients.
• Lead client retention initiatives and new client prospecting.
• Ensure compliance with trust policies and regulations.

Skills

Leadership proficiency

Customer care and retention skills

Strong computer literacy

Time management skills

Professional appearance and attitude

Education

Degree in finance, accounting, business or related field

CTFA, CFA, CFP, CPA, or JD credential (or actively pursuing)

Tools

Microsoft Office

Job description

Baker Boyer is seeking a Wealth and Trust Advisor in Yakima, WA to manage client relationships within DS Baker Advisors. The role requires extensive fiduciary expertise and client service experience in banking or finance, alongside a degree in a relevant field. The position offers competitive salary ranging from $93,000 to $144,000, along with comprehensive benefits including medical plans, a 401(k) match, and ample vacation time. The candidate should possess excellent customer care and leadership skills and experience in wealth management.