Senior Wealth & Trust Advisor | Client-Focused Leader

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

Benefits offered by this job

Medical, Dental, Vision plans

AD&D & Life Insurance

Long Term Disability

401(k) with 6% match + profit sharing

Vacation 22 days + increases

R&R days

11 paid federal holidays

Life Assistance Plan

Financial counseling access

Wellness Program

Volunteer time

Job summary

Baker Boyer Bank is seeking a Wealth and Trust Advisor to manage trust, agency, estate and investment relationships. This position focuses on fiduciary responsibilities, client retention, and holistic wealth management for business and high-net-worth clients.

The role emphasizes leadership, client service, and collaboration with the DS Baker Advisors team. It offers a competitive incentive plan, extensive benefits, and a strong culture of community service.

Qualifications

• Experience in wealth management or related financial services.
• Experience in fiduciary and investment advisory roles is preferred.
• Strong leadership and client service skills.

Responsibilities

• Act as primary resource for administration and management of trust and investment relationships.
• Provide leadership for significant clients and contribute to the client relationship team.
• Maintain fiduciary and investment expertise and knowledge of regulatory requirements.
• Proactively initiate client retention calls to grow revenue and referrals.
• Develop and maintain relationships with Centers of Influence and internal teams.
• Participate in community activities to support business development.

Skills

Leadership

Client retention

Relationship management

Team decision making

Time management

Professionalism

Coach/mentor

Data interpretation

Education

CTFA

CFA

CFP

CPA

JD

Tools

Microsoft Office

Job description

Baker Boyer Bank is seeking a Wealth and Trust Advisor to manage trust, agency, estate and investment relationships. This position focuses on fiduciary responsibilities, client retention, and holistic wealth management for business and high-net-worth clients.

The role emphasizes leadership, client service, and collaboration with the DS Baker Advisors team. It offers a competitive incentive plan, extensive benefits, and a strong culture of community service.