Wealth and Trust Advisor
Baker BoyerYakima, Washington, United States
Posted July 11, 2025
91000 - 135000 USD year
Full Time
About the Company
Baker Boyer is the oldest independently owned community bank in the state of Washington, trusted financial advisors serving the Walla Walla valley, Kennewick, and Yakima communities.
Job Description
Wealth and Trust Advisor responsible for administration, retention, relationship management, and development of trust, agency, estate, and guardianship accounts. Provides financial goal plans to clients and conducts financial reviews to shape and plan for their financial health.
Requirements
- Graduation from a four-year college or university with a degree in finance, accounting, business, or related field
- Hold or be actively pursuing a CTFA, CFA, CFP, CPA, or JD credential
- Four to six years in a client-facing service and sales role in banking or finance environment
Benefits
- Medical, Dental, Vision plans
- AD&D & Life Insurance
- Long Term Disability
- 401(k) with 100% safe harbor match up to 6% and additional profit-sharing contribution up to 12% of annual salary
- Paid Leave
- 10 days of Vacation time
- 7 days of Sick, Safe & More (SSMORE) leave
- 3 Revive & Renew (R&R) days
- 11 Paid Federal Holidays annually
- Life Assistance Plan
- Free access to financial counselors
- Employee Wellness Program
- 8 hours of paid volunteer time annually
