Senior Wealth & Trust Advisor - Wenatchee

Baker Boyer Career•Wenatchee, WA

10d

About The Position

The Senior Wealth and Trust Advisor is a senior member of DS Baker Advisors, a team that provides comprehensive financial services to business and high-net-worth individual clients. The role administers, retains, manages, and develops complex trust, agency, estate, guardianship, cash management, and retirement accounts. It is intended for an experienced professional 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, providing guidance aligned with clients’ financial goals and legacy objectives. The role involves in-depth client discovery and coordinating suitable strategies and solutions through a team-based approach. The advisor should be fluent in financial planning concepts, able to address foundational questions and partner with planning specialists on more complex matters. Baker Boyer is an independently owned community bank serving communities in Washington with wealth management and personal and business banking services. This position is part of DS Baker Advisors’ client-centered approach to meeting clients’ individualized needs across personal, business, investment, planning, and legacy goals.

Requirements

Advanced fiduciary knowledge and experience in trust and estate administration.
Strong working knowledge of financial planning concepts and ability to facilitate client discussions.
Demonstrated success managing complex client relationships, with responsibility for retention and growth.
Ability to work 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 use internal systems.
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.
Graduation from a four-year college or university with a degree in finance, accounting, business, or a related field.
Significant client-facing advisory experience in a wealth management, trust, or financial services environment. Years of experience vary with the scope and complexity of prior responsibilities; candidates must demonstrate progression to independently managing complex client relationships.
Experience with client retention and growth, fiduciary account administration, and contributing immediately in a senior advisory capacity.
An equivalent combination of education, experience, and training that provides the required knowledge and abilities may be considered.

Nice To Haves

CPA or JD.
Additional credentials such as CTFA, CFA, or CFP.

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 to a team-based client service model.
Apply advanced fiduciary expertise and client service experience in trust management, accounting, or financial services, including management of a book of business.
Maintain working knowledge of financial planning concepts, tax strategies, fiduciary rules and regulations, and DS Baker Advisors’ services.
Facilitate client conversations about financial planning, answer routine questions, and coordinate with internal planning specialists for complex analysis.
Initiate client retention efforts to strengthen relationships, deepen engagement, and identify opportunities for growth and referrals.
Prospect new opportunities to expand relationships and provide financial services to new clients.
Provide advice, counseling, and solutions for client inquiries and complex situations.
Partner across departments to provide responsive, coordinated client service.
Participate as a contributing member of WMT Department review committees.
Comply with department practices for risk management, regulatory requirements, trust policies, and documentation standards.
Analyze and interpret legal instruments to determine fiduciary responsibilities and associated risks.
Confer with principals, beneficiaries, and other interested parties regarding trust matters and required actions.
Maintain continuing education in fiduciary, financial planning, estate planning, and tax-related topics.
Develop and maintain relationships with team members and Centers of Influence.
Participate in community activities and events to support business development and community engagement.
Embrace the team advisory approach and build strong internal relationships across departments.
Participate in pre-planning and strategy meetings to identify opportunities to enhance client relationships.
Share knowledge and experience with team members and contribute to the development of less experienced colleagues.
Seek internal and external expertise as needed to support client needs.
Thoroughly document client interactions in internal systems and processes.
Coordinate workflow and provide guidance to associates and support staff on complex matters.
Perform other duties as assigned.

Benefits

Medical, dental, and vision plans.
AD&D and life insurance.
Long-term disability insurance.
401(k) with a 100% safe harbor match up to 6%, plus an additional profit-sharing contribution; employer contributions can total up to 12% of annual salary.
22 days of vacation, with annual accrual increasing with tenure to a maximum of 32 days at year 20.
Three Revive & Renew days annually, prorated for new hires based on hire quarter.
11 paid federal holidays annually, though fewer may be observed in years when federal holidays fall on Saturdays.
Life Assistance Plan.
Free access to financial counselors.
Employee Wellness Program.
Eight hours of paid volunteer time annually.
Additional incentive pay based on experience and skill level.