Wealth BD Officer – Hybrid, Uncapped Commission

Trust Point Inc.; Minneapolis (MN); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Pet insurance

Identity protection

401k and profit sharing

Job summary

Trust Point Inc. in Minneapolis, MN seeks a full-time Business Development Officer to deepen relationships with centers of influence and identify new clients for wealth and investment management solutions.

The role offers a base salary with an uncapped commission structure, plus benefits including pet insurance, identity protection, a generous 401k, and profit-sharing. Hybrid work schedule, Monday–Friday, 8am–5pm. Equal opportunity employer.

Qualifications

• 3-5 years of sales experience required.
• 2-3 years financial/investment experience preferred.
• Proven track record of new business development.
• High touch, client-focused approach.
• Excellent written and oral communication and presentation skills.

Responsibilities

• Establish, maintain, and improve relationships with clients and centers of influence.
• Participate in industry networking forums and professional associations.
• Develop understanding of provided wealth and investment services to advocate for client needs.
• Prepare and present proposals to current and future clients.
• Build relationships to match services to client needs and opportunities.
• Engage in ongoing education on investments, trusts, estate planning, and retirement planning.
• Volunteer and support the local community and stay compliant with regulatory knowledge.
• Collaborate with the sales team to drive growth.

Skills

Sales experience

Client focus

Interpersonal skills

Communication skills

Team player

Education

Bachelor's degree in finance or related field

Job description

Trust Point Inc. in Minneapolis, MN seeks a full-time Business Development Officer to deepen relationships with centers of influence and identify new clients for wealth and investment management solutions.

The role offers a base salary with an uncapped commission structure, plus benefits including pet insurance, identity protection, a generous 401k, and profit-sharing. Hybrid work schedule, Monday–Friday, 8am–5pm. Equal opportunity employer.