Senior Wealth & Trust Leader - Fiduciary Expert

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

Benefits offered by this job

Medical plan

Dental plan

Vision plan

AD&D & Life insurance

Long-term disability

401(k) matching

Vacation days

R&R days

Paid holidays

Volunteer time

Wellness program

Financial counseling

Job summary

Baker Boyer Bank is seeking a Senior Wealth and Trust Advisor to administer and grow complex trust, agency, estate, guardianship, cash management, and retirement accounts as part of DS Baker Advisors. This role demands fiduciary acumen and client-centered service within a wealth management setting.

The ideal candidate has extensive advisory experience, is capable of independent contribution, and collaborates across departments to deliver comprehensive planning and fiduciary solutions to

Qualifications

• Graduation from a four-year college or university with a degree in finance, accounting, business, or related field.
• CPA or JD highly preferred. Additional credentials such as CTFA, CFA, or CFP are preferred.
• Significant experience in a client-facing advisory role within a wealth management, trust, or financial services environment.
• Experience should include responsibility for client retention and growth, fiduciary account administration, and the ability to contribute immediately in a senior advisory capacity.
• Strong computer literacy, including Microsoft Office, and ability to learn and utilize internal systems.

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.
• Actively initiate client retention efforts to strengthen relationships, deepen engagement, and identify opportunities for growth and referrals.
• Actively prospect new opportunities to expand relationships and provide financial services to new clients.
• Provide thoughtful advice, counseling, and solutions to client inquiries and complex situations.
• Partner effectively across departments to deliver responsive and coordinated client service.
• Participate as a contributing member of WMT Department review committees.
• Understand and comply with department practices related to risk management, regulatory requirements, trust policies, and documentation standards.
• Analyze and interpret legal instruments to determine fiduciary responsibilities and associated risks.
• Confer regularly with principals, beneficiaries, and other interested parties regarding trust matters and required actions.

Skills

Fiduciary expertise

Client relationship management

Financial planning concepts

Estate/trust administration

Team collaboration

Education

Finance degree

CPA or JD preferred

Tools

Microsoft Office

Job description

Baker Boyer Bank is seeking a Senior Wealth and Trust Advisor to administer and grow complex trust, agency, estate, guardianship, cash management, and retirement accounts as part of DS Baker Advisors. This role demands fiduciary acumen and client-centered service within a wealth management setting.

The ideal candidate has extensive advisory experience, is capable of independent contribution, and collaborates across departments to deliver comprehensive planning and fiduciary solutions to