What are the responsibilities and job description for the Wealth Strategist (Trust and Estates) position at HM Payson & Co?
Wealth Strategist (Trusts & Estates) Opportunity - Portland, Maine
Join an elite team in Portland, Maine, where we're redefining wealth strategies through innovative estate and tax planning. We're not looking for just any Wealth Strategist—we need a visionary who loves diving deep into the nuances of trusts and estates, someone who can turn complex financial puzzles into clear, compelling strategies that resonate with our diverse clientele. If you thrive in collaborative environments and are passionate about shaping the legacy of your clients with ingenuity and insight, this is your opportunity to lead and grow in a forward-thinking firm.
Role Highlights:
- Lead and drive the wealth transfer planning process, creating customized estate and wealth transfer plans.
- Identify high-value planning opportunities in estate and tax areas, providing insightful strategies for clients and their advisory teams.
- Prepare and deliver clear, actionable estate schematics to clients, overseeing the process from preparation through client presentations and ongoing service.
- Act as a trusted subject matter expert, maintaining current knowledge on trust and estate issues, contributing insights to our internal team, and providing thought leadership through blog posts and social media.
- Foster business growth by deepening existing client relationships, pursuing new opportunities, and leveraging client referrals.
- Mentor and coach advisors and junior wealth planners in advanced trust and estate strategies.
- Collaborate strategically to enhance our Wealth Planning and Trust Services offerings.
Key Qualifications:
- 7 years of relevant experience in legal, tax, or wealth management sectors.
- Bachelor's degree required; JD designation mandatory.
- Proven expertise in fiduciary law, taxation, and estate planning.
- Demonstrated experience in mentoring and leadership roles.
Location:
- Onsite in Portland, Maine office, fostering strong internal and client relationships.
Join our team and help shape the future of comprehensive wealth management and fiduciary excellence.
Please send your resume to Beverly Gava, Director of Human Resources at bkg@hmpayson.com
We look forward to reviewing your application!