Wealth Strategist

Job Description

Job Description

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. Why This Role MattersYou 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.What You'll DoAct as the primary relationship manager for affluent families and businessesLead client communication, investment reviews, and planning conversationsDevelop customized wealth strategies integrating estate, tax, and investment insightsServe as the liaison between clients and internal teams (investments, trust, tax, operations)Maintain regulatory compliance and uphold fiduciary excellenceResolve account issues proactively with professionalism and attention to detailWhat You BringBachelor's in Business, Accounting, Finance (or related) preferred5+ years in a financial, trust, or advisory environmentStrong analytical and problem-solving skillsExceptional communication and client-service abilityExperience with CRM and planning/financial analysis toolsCredentials (JD, CPA, CFP, CTFA) - or pathway/commitment to earn themWhy Trust PointA strong, stable, century-old firm with a modern Family Office offeringCulture built on integrity, mentorship, and professional growthSupport for advanced credentialsWork-life balance and a collaborative teamThe chance to do meaningful planning, not product pushingTrust Point also supports ongoing learning through employer-paid certifications and relevant continuing education!Learn more about our culture here: Trust Point Culture VideoTrust 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.