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ProSearch

Lead Wealth Strategist – Trusts & Estate Planning

ProSearch, Portland, Maine, us, 04122

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A prestigious wealth management firm is seeking an experienced Wealth Strategist in Portland, Maine. The role encompasses leading estate planning for high-net-worth clients, translating complex legal concepts into actionable strategies, and mentoring advisors. The ideal candidate holds a JD and has extensive experience in fiduciary law and tax planning. This position offers competitive compensation and a chance to shape the firm's estate strategies while living in vibrant Portland. #J-18808-Ljbffr