About Baker Boyer:
- 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.
What We Offer:
Salary:
- Wealth and Trust Advisor I - $81,020 - $125,581 annually, depending on experience, credentials, and qualifications.
- Wealth and Trust Advisor II - $93,173 - $144,418 annually, depending on experience, credentials, and qualifications.
- Incentive Plan: Additional incentive pay is offered based on candidate's experience and skill level
- Great Benefits! Medical, Dental, Vision plans with additional:
- AD&D & Life Insurance
- Long Term Disability
- 401(k) - 100% safe harbor match up to 6%, plus an additional profit-sharing contribution, resulting in employer contributions of up to 12% of annual salary.
- Paid Leave-
- 22 days of Vacation time – The annual Vacation accrual increases by a day after the first five years, and an additional half day after 10 years, reaching the maximum Vacation accrual of 32 days at year 20.
- 3 Revive & Renew (R&R) days – We understand the importance of unwinding and recharging, so these R&R days are loaded on the first of each year (prorated for new hires based on the quarter in which they’re hired).
- 11 Paid Federal Holidays annually*
- *Number of paid holidays may be fewer than 11 on years when there are Federal Holidays that are observed on Saturdays.
- Life Assistance Plan
- Free access to financial counselors
- Employee Wellness Program
- 8 hours of paid volunteer time annually
About the Wealth and Trust Advisor’s Role:
- As a member of the DS Baker Advisors team, the primary role of the Wealth and Trust Advisor is the administration, retention, relationship management and development of selected trust, agency, estate and guardianship, cash management and retirement accounts. The Advisor will participate in and may lead an extensive fact gathering process to understand all pertinent client information, financial goals, and their unique investment risk profile. This information will then be used to select, deliver, and manage appropriate products and solutions to meet the investment objectives of the client. The Advisor will retain all clients with a team approach to service.
- 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 a high level of fiduciary and investment expertise - coupled with client service experience in areas of trust management, accounting or financial services involving a “book of business.”
- Maintain expertise on financial markets and investments, tax concepts and strategies, trust and other fiduciary rules and regulations, as well as knowledge of the other services offered by DS Baker Advisors.
- Actively initiate client retention calls to increase existing revenue, cement the relationship, build new revenue, and obtain appropriate referrals.
- Actively prospect new opportunities to increase revenue and provide financial services to new clients to assist them in building their legacy.
- Provide appropriate advice, counseling and solutions to client’s inquiries and issues.
- Work with other managers and staff to proactively meet client needs in a responsive, efficient manner, across department lines.
- May perform higher-level, complex client service functions including cash management and portfolio modeling options providing referrals to other relevant areas of the bank and problem resolution with professional-level solutions.
- Participate or become a voting member of one of the WMT Department review committees.
Education and Experience:
- Graduation from a four-year college or university, with a degree in finance, accounting, business, or related field. Candidates must 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, where a primary responsibility was client retention and growth of client relationship, in banking or finance environment. Experience and expertise to include knowledge in one or more areas of Wealth Management, or any equivalent combination of education, experience, and training that provides the required knowledge and abilities to do the job.
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.