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Wealth Management

Senior Wealth Strategist - Estate & Tax Planning Leader

Job in Portland, Cumberland County, Maine, 04122, USA
Listing for: ProSearch
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
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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Position Requirements
10+ Years work experience
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