Wealth Strategist
Share
Job Location:
Minneapolis, MN - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Join a firm built on stewardship trust and 100 years of financial excellence.
At Trust Point Inc. your work shapes legacies. As a Wealth Strategist on our Family Office team you become a trusted partner to individuals families and privately held businesses seeking thoughtful long-view financial guidance. You wont be selling - youll be advising designing strategy and guiding clients through complex decisions that matter.
Why This Role Matters
You will sit at the center of client relationships helping clients navigate wealth transitions estate planning tax strategies investment conversations and multi-generational planning. Your insights will directly influence family futures - and youll do this within a culture grounded in professionalism collaboration and genuine care.
What Youll Do
- Act as the primary relationship manager for affluent families and businesses
- Lead client communication investment reviews and planning conversations
- Develop customized wealth strategies integrating estate tax and investment insights
- Serve as the liaison between clients and internal teams (investments trust tax operations)
- Maintain regulatory compliance and uphold fiduciary excellence
- Resolve account issues proactively with professionalism and attention to detail
What You Bring
- Bachelors in Business Accounting Finance (or related) preferred
- 5 years in a financial trust or advisory environment
- Strong analytical and problem-solving skills
- Exceptional communication and client-service ability
- Experience with CRM and planning/financial analysis tools
- Credentials (JD CPA CFP CTFA) - or pathway/commitment to earn them
Why Trust Point
- A strong stable century-old firm with a modern Family Office offering
- Culture built on integrity mentorship and professional growth
- Support for advanced credentials
- Work-life balance and a collaborative team
- The chance to do meaningful planning not product pushing
- Trust Point also supports ongoing learning through employer-paid certifications and relevant continuing education!
Learn more about our culture here: Trust Point Culture Video
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths views and experiences. We believe that our differences enable us to be a better team - one that makes better decisions drives innovation and delivers better business results.
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Delivering time-tested strategies & custom-tailored solutions to help individuals, families, businesses and non-profit organizations hit financial targets.
