Senior Estate & Wealth Strategy Architect
Mainerafting
H.M. Payson is seeking a dedicated Wealth Strategist to enhance client relationships and drive wealth transfer planning. This full-time, in-person role in Portland, ME, requires a strong legal and tax background. The ideal candidate will have over 7 years of experience in wealth management, possess a Bachelor’s Degree and JD designation. The role includes mentoring less experienced planners and engaging deeply with clients and their families. Benefits include 401(k) matching, health insurance, and paid time off. #J-18808-Ljbffr
Vacancy posted 2 hours ago
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