Job Information
Baker Boyer Bank Trust Advisor in Walla Walla, Washington
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.
About DS Baker Advisors:
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.
What We Offer:
- *Salary: *
- Trust Advisor - $67,717-$104,961 per year
- *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 leave and 3 R&R (Revive & Renew) days.
- 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 Trust Advisor's Role:
As a member of the DS Baker Advisors team, the primary role of the Trust Advisor is the administration, retention, relationship management and development of selected trust, agency, estate and guardianship, cash management and retirement accounts. The Trust 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 Trust Advisor will retain all clients with a team approach to service.
Key Responsibilities:
Expert 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 Trust 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 mana