Wealth Strategist

About the role

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.

Responsibilities

• 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

Requirements

• Bachelor's 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

Qualifications

• Credentials (JD, CPA, CFP, CTFA) - or pathway/commitment to earn them

Skills

• Strong analytical and problem-solving skills
• Exceptional communication and client-service ability
• Experience with CRM and planning/financial analysis tools

Benefits

• Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group
• A Gold Certified Family Friendly Workplace
• 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

Pay

Competitive salary and benefits package

Schedule

Full-time position

Company Information

Trust Point Inc. of Minneapolis is adding a Wealth Strategist to our Family Office division.

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

Learn More

Learn more about our culture here: Trust Point Culture Video

Equal Opportunity Employer

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.