What You'll Do- 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
What You Bring- Bachelor's in Business, Accounting, Finance (or related) preferred
- 5+ years in a financial, trust, or advisory environment
- Strong analytical and problem-solving skills
- Exceptional communication and client-service ability
- Experience with CRM and planning/financial analysis tools
- Credentials (JD, CPA, CFP, CTFA) - or pathway/commitment to earn them
Why Trust Point- A strong, stable, century-old firm with a modern Family Office offering
- Culture built on integrity, mentorship, and professional growth
- Support for advanced credentials
- Work-life balance and a collaborative team
- The chance to do meaningful planning, not product pushing
- Trust Point also supports ongoing learning through employer-paid certifications and relevant continuing education!
Learn more about our culture here:
