Wealth Management Business Development Pro

trustpointinc; Minneapolis (MN); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Pet insurance

Identity protection

401k and profit-sharing

Job summary

Trust Point Inc. in Minneapolis, MN, is hiring a full-time Business Development Officer to deepen client relationships and identify new opportunities for wealth and investment solutions. The role blends base salary with uncapped commissions and a generous benefits package, including 401k and profit-sharing.

The team emphasizes a collaborative, client-focused approach and ongoing professional development. The position supports a hybrid work schedule (Mon–Fri, 8am–5pm) and values community

Qualifications

• Excellent written and oral communication skills.
• Advanced interpersonal skills and professional demeanor.
• Ability to work in a team environment with credentialed staff.

Responsibilities

• Establish, maintain, and improve relationships with clients and centers of influence.
• Participate in industry networking forums and professional associations.
• Develop an in-depth understanding of offered services to advocate for client needs.
• Prepare and present proposals to current and future clients.
• Maintain regulatory and compliance knowledge.

Skills

Communication skills

Interpersonal skills

Team player

Client-focused

Entrepreneurial spirit

Proposal/presentation skills

Education

Bachelor's degree in finance or related field

Job description

Trust Point Inc. in Minneapolis, MN, is hiring a full-time Business Development Officer to deepen client relationships and identify new opportunities for wealth and investment solutions. The role blends base salary with uncapped commissions and a generous benefits package, including 401k and profit-sharing.

The team emphasizes a collaborative, client-focused approach and ongoing professional development. The position supports a hybrid work schedule (Mon–Fri, 8am–5pm) and values community