Trust Point Inc. · 1 day ago
Wealth Strategist
La Crosse, WI
Full-time
Hybrid
Senior Level
5+ years expTrust Point Inc. is a firm built on stewardship, trust, and financial excellence for over 100 years. As a Wealth Strategist on the Family Office team, you will advise clients on wealth transitions, estate planning, and investment strategies, becoming a trusted partner in their financial journey.
Financial Services
Responsibilities
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
Qualification
Required
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
Benefits
Support for advanced credentials
Work-life balance and a collaborative team
Trust Point also supports ongoing learning through employer-paid certifications and relevant continuing education!
Company
Trust Point Inc.
Since 1913, Trust Point Inc. has provided individuals, families, businesses and other organizations with a full range of wealth management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Bosch
President & CEO
Luke Raymer
Chief Technology Officer
Company data provided by crunchbase