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Lead Wealth Strategist – Trusts & Estate Planning

Job in Portland, Cumberland County, Maine, 04122, USA
Listing for: ProSearch
Full Time position
Listed on 2026-01-01
Job specializations:
  • Law/Legal
  • Finance & Banking
Job Description & How to Apply Below
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.
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