Wealth Strategist

Trust Point Inc.•Minneapolis, MN

About The Position

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 won't be selling - you'll be advising, designing strategy, and guiding clients through complex decisions that matter. Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of Minneapolis is adding a Wealth Strategist to our Family Office division. 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 you'll do this within a culture grounded in professionalism, collaboration, and genuine care.

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

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