About this role
Wealth & Trust Advisor at Baker Boyer. Location: Yakima, Washington, United States. Role: administer trusts, manage relationships, drive retention Requirements: Provide trust, agency, estate, and wealth management services; build/retain client relationships; four to six years in client-facing finance; degree in finance/accounting/business; relevant certifications. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Certifications: ctfa, cfa, cfp, cpa, jd Commitment: Full Time Workplace: Onsite Languages: English