About this role
Wealth & Trust Advisor at Baker Boyer. Location: Walla Walla, Washington, United States. Role: managing relationships, administering accounts, prospecting clients Requirements: Bachelor's degree in finance/accounting/business, 4+ years client-facing experience in banking/finance, fiduciary and trust expertise, leadership experience, strong Microsoft Office skills, and pursuit/possession of professional credentials (CTFA/CFA/CFP/CPA/JD). Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Certifications: ctfa, cfa, cfp, cpa, jd Commitment: Full Time Workplace: Onsite Languages: English