Senior Family Office Wealth Advisor

Pohlad Companies; Minneapolis (MN); On-site; USD 180,000 - 320,000; Full time

Job summary

Pohlad Companies seeks a Sr Wealth Advisor to serve as a trusted family advisor, delivering holistic financial planning for multi-generational needs and coordinating with Pohlad Family Office teams on tax, trusts, and cash flow.

You will translate complex concepts into practical guidance for individual family members, educate the next generation, and maintain strong relationships with external advisors to support long-term wealth strategies.

Qualifications

• Deep knowledge of estate planning, tax-efficient strategies, and complex family structures.
• Experience with high-net-worth families.
• Exceptional discretion and professionalism.
• Ability to translate complex financial matters into clear guidance.
• Excellent interpersonal skills for multi-generational families.

Responsibilities

• Develop comprehensive financial plans for individual family members, incorporating cash flow needs and legacy objectives.
• Coordinate planning related to wealth transfer strategies and trusts.
• Provide strategic guidance on wealth management, education funding, and philanthropic strategies.
• Support generational planning and financial education for family members.
• Prepare materials for family meetings and discussions with advisors.

Skills

Estate planning

Wealth management

Discretion

Complex financial concepts

Multi-generational relationship

Analytical modeling

Presentation skills

Coordination with advisors

Education

CFP certification

Bachelor's degree in Finance/Accounting/Economics

Advanced degree preferred

Job description

Pohlad Companies seeks a Sr Wealth Advisor to serve as a trusted family advisor, delivering holistic financial planning for multi-generational needs and coordinating with Pohlad Family Office teams on tax, trusts, and cash flow.

You will translate complex concepts into practical guidance for individual family members, educate the next generation, and maintain strong relationships with external advisors to support long-term wealth strategies.