Senior Family Office Wealth Architect

trustpointinc

Minneapolis (MN)

On-site

USD 150,000 - 190,000

Full time

14 days+

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Job summary

Trust Point Inc. in Minneapolis seeks a Wealth Strategist for its Family Office to advise affluent clients on wealth transitions, estate planning, tax strategies, and multi-generational planning.

You will partner with clients to design customized strategies, communicate with families, and coordinate with internal teams to ensure fiduciary excellence. The role emphasizes professional collaboration, integrity, and meaningful planning without product pushing, supported by ongoing credential

Qualifications

Bachelor's in Business, Accounting, Finance preferred.
5+ years in financial, trust, or advisory environment.
Credentials (JD, CPA, CFP, CTFA) or pathway 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 the 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

Relationship management

Client communication

Financial analysis

CRM tools

Analytical thinking

Education

Bachelor's in Business, Accounting, Finance

CPA

CFP

CTFA

Tools

CRM

Planning/financial analysis tools

Job description

Trust Point Inc. in Minneapolis seeks a Wealth Strategist for its Family Office to advise affluent clients on wealth transitions, estate planning, tax strategies, and multi-generational planning.

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