Family Office Wealth Architect & Advisor

Trust Point Inc.; Minneapolis (MN); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Support for credentials

Continuing education

Work-life balance

Employer-paid certifications

Job summary

Trust Point Inc. is seeking a Wealth Strategist for our Family Office in Minneapolis. You will advise high-net-worth individuals and privately held businesses, shaping long-term financial legacies with thoughtful planning and strategic guidance.

Contribute to estate, tax, and investment planning, collaborating across investment, trust, tax, and operations teams while maintaining the highest fiduciary standards.

Qualifications

• 5+ years in a financial, trust, or advisory environment.
• Strong analytical and problem-solving abilities.
• Exceptional communication and client-service capability.
• Experience with CRM and planning/financial analysis tools.
• Credentials (JD, CPA, CFP, CTFA) or commitment to earn them.

Responsibilities

• 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 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.

Skills

CRM experience

Financial analysis

Communication skills

Problem solving

Advisory experience

Client service

Education

Bachelor's degree in business/finance

Tools

CRM software

Planning tools

Job description

Trust Point Inc. is seeking a Wealth Strategist for our Family Office in Minneapolis. You will advise high-net-worth individuals and privately held businesses, shaping long-term financial legacies with thoughtful planning and strategic guidance.

Contribute to estate, tax, and investment planning, collaborating across investment, trust, tax, and operations teams while maintaining the highest fiduciary standards.