Wealth Strategist at Trust Point

Join a firm built on stewardship trust and 100 years of financial excellence.At Trust Point Inc. your work shapes legacies. As a Wealth Strategist on our Family Office team you become a trusted partner to individuals families and privately held businesses seeking thoughtful long-view financial guidance. You wont be selling - youll be advising designing strategy and guiding clients through complex decisions that matter.Why This Role MattersYou will sit at the center of client relationships helping clients navigate wealth transitions estate planning tax strategies investment conversations and multi-generational planning. Your insights will directly influence family futures - and youll do this within a culture grounded in professionalism collaboration and genuine care.What Youll DoAct as the primary relationship manager for affluent families and businessesLead client communication investment reviews and planning conversationsDevelop customized wealth strategies integrating estate tax and investment insightsServe as the liaison between clients and internal teams (investments trust tax operations)Maintain regulatory compliance and uphold fiduciary excellenceResolve account issues proactively with professionalism and attention to detailWhat You BringBachelors in Business Accounting Finance (or related) preferred5 years in a financial trust or advisory environmentStrong analytical and problem-solving skillsExceptional communication and client-service abilityExperience with CRM and planning/financial analysis toolsCredentials (JD CPA CFP CTFA) - or pathway/commitment to earn themWhy Trust PointA strong stable century-old firm with a modern Family Office offeringCulture built on integrity mentorship and professional growthSupport for advanced credentialsWork-life balance and a collaborative teamThe chance to do meaningful planning not product pushingTrust Point also supports ongoing learning through employer-paid certifications and relevant continuing education!Learn more about our culture here: Trust Point Culture VideoTrust Point is proud to be an equal opportunity workplace.We cultivate a culture of inclusion for all employees that respects their individual strengths views and experiences. We believe that our differences enable us to be a better team - one that makes better decisions drives innovation and delivers better business results. Key Skills Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills Employment Type : Full-Time Experience: years Vacancy: 1