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Wealth & Trust Advisor: Client-Focused Fiduciary
Job in
Yakima, Yakima County, Washington, 98903, USA
Listed on 2026-07-15
Listing for:
Baker Boyer National Bank
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Baker Boyer National Bank in Yakima, WA seeks a Wealth and Trust Advisor to administer and expand trust, agency, estate and guardianship accounts. You will lead client relationships, provide fiduciary and investment guidance, and collaborate with a client-centered team to deliver tailored financial solutions.
Requirements include a four-year degree in finance, accounting, or business, plus CTFA/CFA/ CFP/CPA/JD credentials; 4–6 years in client-facing roles and wealth management knowledge.
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