Strategist (Full-Time
EmergencyMD
Join Trust Point Inc. as a Full-Time Wealth Strategist and become part of a dynamic team in Minneapolis, MN, where your insights will shape the financial futures of our valued clients. This position allows you to collaborate with like-minded professionals in a culture that prioritizes customer focus and professionalism. Step into a role that not only enhances your career but also positions you at the forefront of innovative financial solutions.
Day to day as a Wealth Strategist
As a Wealth Strategist at Trust Point Inc., you will play a pivotal role in relationship management, ensuring high client satisfaction through timely communication and personalized financial advice tailored to both individual and corporate needs. Your responsibilities will include the thorough administration of accounts, and serve as a critical liaison among internal departments.
Your focus on relationships will involve maintaining regulatory compliance and proactively resolving account issues, ensuring a fiduciary standard is upheld. Requirements for A Wealth Strategist
To thrive as a Wealth Strategist at Trust Point Inc., you will need a solid educational foundation, ideally a Bachelor's degree in Business, Accounting, or Finance, complemented by at least five years of relevant experience in a dynamic business environment. Strong analytical and problem-solving skills are essential for addressing client inquiries and account issues effectively. Proficiency in CRM software and financial analysis tools will enable you to manage relationships and ensure compliance with regulatory standards. Excellent communication and interpersonal skills are vital for building strong client relationships and fostering collaboration with internal teams and external partners. A customer-focused approach, coupled with professionalism, will be key to your success in delivering tailored financial solutions and generating new business opportunities.
Bachelor's degree in Business, Accounting or Finance Preferred
5 or more years work experience in relevant business environment
We're looking for talented individuals like you to join our team and help us achieve our goals.
$159.97k - $188.2k
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Directive
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$80k - $85k
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$128k - $252.5k
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Saint Paul, MN2 days ago
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