ProSearch
Wealth Strategist – Trust and Estate Planning (Direct Hire | Portland, Maine)
ProSearch, Portland, Maine, us, 04122
Wealth Strategist – Trust and Estate Planning (Direct Hire | Portland, Maine)
Are you a trusted advisor who thrives on helping clients protect and grow their legacy? Do you love translating complex tax and estate law into real, meaningful strategies for individuals and families? On behalf of our confidential client, ProSearch is seeking an experienced Wealth Strategist with expertise in trusts and estate planning for a direct hire position based in Portland, Maine. This is a unique opportunity to join a prestigious wealth management firm known for delivering personalized estate, tax, and fiduciary strategies to high-net-worth clients. If you are a JD‑qualified professional with deep knowledge in fiduciary law, tax law, and complex estate planning, we invite you to apply for this permanent role in one of Maine’s leading financial advisory teams.
What You’ll Be Doing As the Wealth Strategist, you’ll lead estate and wealth planning conversations with high-net-worth individuals and families. You will be the subject matter expert in trusts, estates, tax planning, and fiduciary strategy, helping clients make confident, informed decisions about their financial future. You will also play a leadership role within the firm by mentoring advisors, developing planning tools, and contributing thought leadership to strengthen the firm's estate planning offerings.
Your Day-to-Day Will Include:
Designing and leading
custom estate and wealth transfer plans
based on each client's unique goals
Identifying
tax and fiduciary planning opportunities
and collaborating with client advisory teams to execute strategies
Preparing detailed estate schematics and delivering clear, actionable presentations to clients
Staying up to date on
trusts and estates law , tax regulations, and fiduciary trends and sharing relevant insights with the team
Strengthening client relationships through thoughtful service and ongoing support
Mentoring junior planners and advisors in estate planning principles and best practices
Collaborating across internal departments to improve the firm’s wealth planning and trust services
What We’re Looking For:
7 or more years
of experience in legal, tax, or wealth management, with a focus on estate and trust planning
JD (Juris Doctor) is required
Deep expertise in
fiduciary law, estate tax planning, and multigenerational wealth strategies
Strong presentation and communication skills with the ability to simplify complex concepts
Experience mentoring team members and contributing to strategic planning initiatives
Must be able to work
onsite in Portland, Maine
Why This Role Stands Out
Join a
respected wealth management firm
with a strong reputation for integrity and innovation
Work with
engaged clients
who value high-level planning and personal relationships
Step into a
leadership position
that allows you to shape the firm's estate and trust planning strategy
Live and work in
Portland, Maine , a thriving coastal city known for its quality of life
Competitive salary and a full benefits package
Job Details
Seniority level: Director
Employment type: Full‑time
Job function: Legal and Consulting
Industries: Financial Services, Legal Services
Apply Now ProSearch is managing the hiring process on behalf of this confidential client. If you are interested in this
Wealth Strategist
position in Portland, Maine, please apply today. Your application will be handled with the highest level of discretion and professionalism.
#J-18808-Ljbffr
What You’ll Be Doing As the Wealth Strategist, you’ll lead estate and wealth planning conversations with high-net-worth individuals and families. You will be the subject matter expert in trusts, estates, tax planning, and fiduciary strategy, helping clients make confident, informed decisions about their financial future. You will also play a leadership role within the firm by mentoring advisors, developing planning tools, and contributing thought leadership to strengthen the firm's estate planning offerings.
Your Day-to-Day Will Include:
Designing and leading
custom estate and wealth transfer plans
based on each client's unique goals
Identifying
tax and fiduciary planning opportunities
and collaborating with client advisory teams to execute strategies
Preparing detailed estate schematics and delivering clear, actionable presentations to clients
Staying up to date on
trusts and estates law , tax regulations, and fiduciary trends and sharing relevant insights with the team
Strengthening client relationships through thoughtful service and ongoing support
Mentoring junior planners and advisors in estate planning principles and best practices
Collaborating across internal departments to improve the firm’s wealth planning and trust services
What We’re Looking For:
7 or more years
of experience in legal, tax, or wealth management, with a focus on estate and trust planning
JD (Juris Doctor) is required
Deep expertise in
fiduciary law, estate tax planning, and multigenerational wealth strategies
Strong presentation and communication skills with the ability to simplify complex concepts
Experience mentoring team members and contributing to strategic planning initiatives
Must be able to work
onsite in Portland, Maine
Why This Role Stands Out
Join a
respected wealth management firm
with a strong reputation for integrity and innovation
Work with
engaged clients
who value high-level planning and personal relationships
Step into a
leadership position
that allows you to shape the firm's estate and trust planning strategy
Live and work in
Portland, Maine , a thriving coastal city known for its quality of life
Competitive salary and a full benefits package
Job Details
Seniority level: Director
Employment type: Full‑time
Job function: Legal and Consulting
Industries: Financial Services, Legal Services
Apply Now ProSearch is managing the hiring process on behalf of this confidential client. If you are interested in this
Wealth Strategist
position in Portland, Maine, please apply today. Your application will be handled with the highest level of discretion and professionalism.
#J-18808-Ljbffr