Senior Wealth & Trust Advisor

Senior Wealth & Trust Advisor

Baker Boyer is the oldest independently owned community bank in the state of Washington. We are trusted financial advisors, serving the Walla Walla Valley, Kennewick, and Yakima communities, providing wealth management as well as personal and business banking services.

This position is part of DS Baker Advisors, a team of specialists whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey. DS Baker Advisors takes a client centered approach in meeting their diverse, individualized, and often transforming needs. Should a multi-faceted financial relationship develop, DS Baker Advisors work together to meet the personal, business, investment, planning, and legacy goals of the client.

As a senior member of the DS Baker Advisors team, the primary role of the Senior Wealth and Trust Advisor is the administration, retention, relationship management, and development of complex trust, agency, estate, guardianship, cash management, and retirement accounts.

This role is designed for an experienced professional currently performing similar responsibilities within a wealth management or trust environment who can contribute immediately with minimal training beyond internal systems and processes. The Senior Advisor serves as a trusted fiduciary and central point of coordination for client relationships, delivering thoughtful guidance aligned with each client's financial goals and legacy objectives.

The Senior Advisor will conduct and guide in-depth discovery to understand client circumstances, financial goals, and risk considerations, and will coordinate appropriate strategies and solutions through a team-based approach. While DS Baker Advisors maintains a dedicated Financial Planning department, the Senior Advisor is expected to be fluent in financial planning concepts—able to address foundational questions, facilitate discussions, and partner effectively with planning specialists to deliver comprehensive solutions.

Key responsibilities include acting as a primary resource on the DS Baker Advisors team for the administration and management of complex trust and client relationships, serving as the primary advisor for significant and profitable client relationships, demonstrating advanced fiduciary expertise and client service experience in trust management, accounting, or financial services, maintaining strong working knowledge of financial planning concepts, tax strategies, fiduciary rules and regulations, and the full range of services offered by DS Baker Advisors, facilitating client conversations involving financial planning topics, addressing routine questions and coordinating with internal planning specialists for more complex analysis, actively initiating client retention efforts to strengthen relationships, deepening engagement, and identifying opportunities for growth and referrals, actively prospecting new opportunities to expand relationships and provide financial services to new clients, providing thoughtful advice, counseling, and solutions to client inquiries and complex situations, partnering effectively across departments to deliver responsive and coordinated client service, participating as a contributing member of WMT Department review committees, understanding and complying with department practices related to risk management, regulatory requirements, trust policies, and documentation standards, analyzing and interpreting legal instruments to determine fiduciary responsibilities and associated risks, conferring regularly with principals, beneficiaries, and other interested parties regarding trust matters and required actions.

Development responsibilities include maintaining continuing education in fiduciary, financial planning, estate planning, and tax-related topics, developing and maintaining relationships with team members and Centers of Influence, participating in community activities and events to support business development and community engagement.

Team responsibilities include embracing the team advisory approach and building strong internal relationships across departments, participating in pre-planning and strategy meetings to identify opportunities to enhance client relationships, sharing knowledge and experience with team members, contributing to the development of less experienced colleagues, seeking out internal and external expertise as needed to support client needs, ensuring all client interactions are documented thoroughly within internal systems and processes, coordinating workflow and providing guidance to associates and support staff on complex matters, and other duties as assigned.

Skills and qualifications include advanced fiduciary knowledge and experience in trust and estate administration, demonstrated success managing complex client relationships with responsibility for retention and growth, ability to operate independently and contribute immediately with limited onboarding, experience supporting or guiding less experienced team members, strong computer literacy, including Microsoft Office, and ability to learn and utilize internal systems, demonstrated superior client service and relationship management skills, ability to collaborate effectively across teams and align resources to client needs, strong time management and organizational skills, professional presence and sound judgment in all interactions.

Education and experience include 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. Years of experience will vary based on the scope and complexity of prior responsibilities; candidates must demonstrate progression into managing complex client relationships independently. Experience should include responsibility for client retention and growth, fiduciary account administration, and the ability to contribute immediately in a senior advisory capacity. Equivalent combination of education, experience, and training that provides the required knowledge and abilities may be considered.

Physical demands/conditions requirements include sitting, writing, typing, speaking, & listening. Occasional standing, walking, reaching, stooping, kneeling, or crouching. Occasional lifting and/or moving up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color and peripheral vision, depth perception and ability to adjust focus. Ability to sit at desk and work on computer. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions.

Baker Boyer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.