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Family Office Wealth Strategist & Fiduciary Advisor
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-06-18
Listing for:
Trust Point Inc.
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
Trust Point Inc. in Minneapolis is seeking a Wealth Strategist for its Family Office team. This role involves acting as the primary relationship manager for affluent families, guiding clients through wealth transitions and developing customized strategies.
The ideal candidate will have more than 5 years in a financial environment, strong analytical skills, and a Bachelor's degree in a relevant field. Trust Point emphasizes professional growth and a supportive culture, making it a great place to build a career.
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