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Senior Family Wealth Advisor - Legacy & Estate Planning
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-07-28
Listing for:
Pohlad Companies
Full Time
position Listed on 2026-07-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Pohlad Companies seeks a Senior Wealth Advisor to deliver holistic financial planning for multi‑generational families. You will integrate internal expertise with external investment and tax guidance, aligning plans with family values and legacy goals.
As a trusted advisor, you will manage relationships with family members and coordinate with CPAs, estate planners, and investment managers to craft clear, actionable strategies and documentation for ongoing governance and wealth transfer.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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