Senior Wealth & Trust Advisor — Estate & Relationship Lead

Baker Boyer Bank; Wenatchee (WA); On-site; USD 107,000 - 166,000; Full time

Benefits offered by this job

401(k) match + profit sharing up to 12

Vacation days (22) and additional accr

Revive & Renew days

Paid federal holidays

Life insurance & AD&D

Wellness program

Volunteer time

Job summary

Baker Boyer Bank is seeking a Senior Wealth & Trust Advisor in Wenatchee, WA to lead complex trust and estate administration, fiduciary duties, and wealth advisory services. The role focuses on retaining high‑net‑worth relationships, coordinating across planning specialists, and delivering tailored financial solutions.

You will guide clients through fiduciary matters, collaborate with a multidisciplinary team, and ensure compliance with trust policies and regulatory requirements.

Qualifications

• Advanced fiduciary knowledge and experience in trust and estate administration.
• Strong working knowledge of financial planning concepts and the ability to facilitate client discussions.
• Demonstrated success managing complex client relationships with responsibility for retention and growth.

Responsibilities

• Act as a primary resource on the DS Baker Advisors team for the administration and management of complex trust and client relationships.
• Serve as the primary advisor for significant and profitable client relationships, while contributing meaningfully within a team-based client service model.
• Demonstrate advanced fiduciary expertise and client service experience in trust management, accounting, or financial services, including management of a book of business.
• Maintain strong working knowledge of financial planning concepts, tax strategies, fiduciary rules and regulations, and the full range of services offered by DS Baker Advisors.
• Facilitate client conversations involving financial planning topics, addressing routine questions and coordinating with internal planning specialists for more complex analysis.

Skills

Fiduciary knowledge

Client relationship management

Advanced fiduciary expertise

Communication skills

Team collaboration

Education

Four-year college degree

Tools

Microsoft Office

Job description

Baker Boyer Bank is seeking a Senior Wealth & Trust Advisor in Wenatchee, WA to lead complex trust and estate administration, fiduciary duties, and wealth advisory services. The role focuses on retaining high‑net‑worth relationships, coordinating across planning specialists, and delivering tailored financial solutions.

You will guide clients through fiduciary matters, collaborate with a multidisciplinary team, and ensure compliance with trust policies and regulatory requirements.