Bench & Bar of Minnesota is the official publication of the Minnesota State Bar Association.

Internal Wealth Strategist

What is the opportunity?

The Internal Wealth Strategist will increase Private Clients Group (PCG) estate and high-net worth client business by working with the Wealth Strategists and the Financial Advisors (FAs) to leverage their time, talents and resources in gathering and maintaining assets of high net worth clients. This position provides expert product knowledge and consultation in addition to serving as the primary internal sales and marketing support for estate solutions. This position works closely with service and support areas within Private Client Services to ensure a collaborative support effort such as complex financial, estate, gift and charitable planning personal trust planning.

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