Wealth & Trust Advisor – Client-Centric Fiduciary Leader

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

Benefits offered by this job

Medical, Dental, Vision plans

Life Insurance

Long Term Disability

401(k) with match and profit sharing

Paid vacation—22 days

Paid holidays—11

Volunteer time—8 hours

Wellness program

Job summary

Baker Boyer National Bank is seeking a Wealth and Trust Advisor to manage trust, agency, estate and guardianship accounts, cash management, and retirement accounts with a client-centered approach. You will gather client information, assess goals and risk, and deliver tailored investment solutions while retaining a stable client base.

The role emphasizes fiduciary expertise, relationship leadership, and collaboration with a team to grow wealth management services for individuals and businesses

Qualifications

• Graduation from a four-year college or university in finance, accounting, business, or related field.
• Candidates must hold or be actively pursuing a CTFA, CFA, CFP, CPA, or JD credential.

Responsibilities

• Act as the primary resource on the DS Baker Advisors team for the administration and management of trust and investment relationships.
• Provide leadership as Advisor for significant and profitable clients, as well as being an integral contributor to a client relationship team when appropriate.
• Demonstrate fiduciary and investment expertise with client service experience in trust management, accounting or financial services.
• Maintain knowledge of financial markets, tax concepts, and fiduciary rules to inform client advice.
• Initiate client retention calls to increase revenue and referrals.
• Prospect new opportunities to expand revenue and serve new clients for wealth management.

Skills

Leadership

Microsoft Office

Customer service

Relationship building

Team collaboration

Time management

Professionalism

Fiduciary client service

Education

Four-year college degree in finance, accounting, business, or related field

Tools

CRM software

Job description

Baker Boyer National Bank is seeking a Wealth and Trust Advisor to manage trust, agency, estate and guardianship accounts, cash management, and retirement accounts with a client-centered approach. You will gather client information, assess goals and risk, and deliver tailored investment solutions while retaining a stable client base.

The role emphasizes fiduciary expertise, relationship leadership, and collaboration with a team to grow wealth management services for individuals and businesses