Senior Wealth & Trust Advisor

What We Offer

• Senior Wealth and Trust Advisor - $107,000 - $166,000 annually, depending on experience, credentials, and qualifications.
• 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.
• 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

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‑faced 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.

• 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 meaningfully within a team‑based client service model.
• Demonstrate advanced fiduciary expertise and client service experience in trust management, accounting, or financial services, including management of a book of business.
• Maintain strong working knowledge of financial planning concepts, tax strategies, fiduciary rules and regulations, and the full range of services offered by DS Baker Advisors.
• Facilitate client conversations involving financial planning topics, addressing routine questions and coordinating with internal planning specialists for more complex analysis.
• Actively initiate client retention efforts to strengthen relationships, deepen engagement, and identify opportunities for growth and referrals.
• Actively prospect new opportunities to expand relationships and provide financial services to new clients.
• Provide thoughtful advice, counseling, and solutions to client inquiries and complex situations.
• Partner effectively across departments to deliver responsive and coordinated client…