What are the responsibilities and job description for the Wealth Strategist position at ProSearch?
Wealth Strategist Job Description
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.
ProSearch is partnering with a highly respected, innovative wealth management firm in Portland, Maine to find an experienced Wealth Strategist. This is an ideal role for someone who enjoys building client relationships, collaborating with top-tier professionals, and shaping the future of estate and wealth transfer planning.
If you're ready for a new challenge and want to make a lasting impact with a firm that values integrity, strategy, and long-term thinking, we’d love to hear from you.
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.
Day-to-Day
- 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
Requirements:
- 7 years of experience in legal, tax, or wealth management, with a focus on estate and trust planning
- JD (Juris Doctor) is required
- 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
- Strong growth opportunities
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.