Wealth Strategist

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.

• 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

• 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

• 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

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.