What are the responsibilities and job description for the Wealth Strategist position at Trust Point Inc.?
Join Trust Point Inc. as a Full-Time Wealth Strategist and become part of a dynamic team in Minneapolis, MN, where your insights will shape the financial futures of our valued clients. In this role, you will leverage your expertise to craft personalized wealth strategies, allowing you to make a real impact in the finance industry.
This position allows you to collaborate with like-minded professionals in a culture that prioritizes customer focus and professionalism. Step into a role that not only enhances your career but also positions you at the forefront of innovative financial solutions.
Day to day as a Wealth Strategist
As a Wealth Strategist at Trust Point Inc., you will play a pivotal role in relationship management, ensuring high client satisfaction through timely communication and personalized financial advice tailored to both individual and corporate needs. You will establish priorities for client contact and coordinate key interactions, including routine service conversations and investment reviews. Your responsibilities will include the thorough administration of accounts, and serve as a critical liaison among internal departments.
Your focus on relationships will involve maintaining regulatory compliance and proactively resolving account issues, ensuring a fiduciary standard is upheld. This multifaceted role will be essential in driving Trust Point Inc.'s continued success in the finance industry.
Requirements for A Wealth Strategist
To thrive as a Wealth Strategist at Trust Point Inc., you will need a solid educational foundation, ideally a Bachelor's degree in Business, Accounting, or Finance, complemented by at least five years of relevant experience in a dynamic business environment. Strong analytical and problem-solving skills are essential for addressing client inquiries and account issues effectively. Proficiency in CRM software and financial analysis tools will enable you to manage relationships and ensure compliance with regulatory standards. Additionally, possessing relevant certifications such as JD, CPA, CFP, or CTFA-or a commitment to pursue these credentials-will enhance your expertise and credibility.
Excellent communication and interpersonal skills are vital for building strong client relationships and fostering collaboration with internal teams and external partners. A customer-focused approach, coupled with professionalism, will be key to your success in delivering tailored financial solutions and generating new business opportunities.
Knowledge and skills required for the position are:
- Bachelor's degree in Business, Accounting or Finance Preferred
- 5 or more years work experience in relevant business environment
- Certification as JD, CPA, CFP and/or CTFA is desired or willingness to work toward Professional Credentials Required
Are you ready for an exciting opportunity?
We're looking for talented individuals like you to join our team and help us achieve our goals. If you're passionate, driven, and committed to making a difference, we want to hear from you! Don't wait - apply now and take the first step towards a fulfilling career with endless possibilities. Let's work together to make great things happen!
