ProSearch
Senior Wealth Strategist - Estate & Tax Planning Leader
ProSearch, Portland, Maine, us, 04122
A prestigious wealth management firm seeks a Wealth Strategist in Portland, Maine. This role involves leading estate and wealth planning for high-net-worth clients, mentoring junior advisors, and providing strategic insights. Ideal candidates are JD-qualified with at least 7 years of experience in trust and estate planning. Enjoy a leadership position in a firm known for integrity and client relationships, with a competitive salary and benefits package.
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