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Senior Family Office Wealth Advisor
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-07-10
Listing for:
Trust Point Inc.
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Trust Point Inc. in Minneapolis seeks a Wealth Strategist for its Family Office team. This role involves advising affluent clients on wealth transitions, estate planning, and investment strategies, ensuring regulatory compliance and fiduciary excellence.
The ideal candidate will have 5+ years of experience in a financial advisory role, possess strong analytical skills, and hold a relevant Bachelor's degree. This role offers a solid work-life balance and opportunities for professional growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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