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Wealth Strategist
HM Payson —Portland, ME
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Wealth Strategist

HM Payson
Portland, ME

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
401(k) matching
Life insurance
Retirement plan

Qualifications

Microsoft PowerPoint
Microsoft Word
Wealth management
Microsoft Excel
Microsoft Outlook
Legal experience
Microsoft Office
Finance
Doctor of Law (JD)
Bachelor's degree

Full Job Description

Overview:

H.M. Payson is seeking a dedicated Wealth Strategist, a crucial role that plays a significant part in our team's success.

About the Role

Owns and drives the wealth transfer planning process, which includes designing, analyzing, and presenting customized plans tailored to each client’s unique circumstances
Identify issues and value-added planning opportunities for review and discussion with clients and clients’ advisors. Areas of emphasis include: Estate and Wealth Transfer Planning and Tax planning
Deliver estate schematics to clients in a clear and understandable manner. Responsibilities will include meeting preparation, schematic construction, presentation of the plan to the client, meeting follow-up and ongoing client service
Become a subject matter expert, staying current on planning issues, communicating updates to our team, and contributing content to the Firm’s website (blog) and social media channels
New Business - Participate in development of new clients through individual and group efforts
Seeks opportunities to grow existing client relationships through increased wallet share
Engages with clients to create referral opportunities from existing clients
Coach and counsel advisors on trust and estate planning strategies
Lead, mentor, and coach less experienced wealth planners
Contribute to the Firm’s strategic direction of its Wealth Planning and Trust Services offerings
Possesses technical fiduciary knowledge in the areas of law, tax, fiduciary investing, regulation, compliance as well as estate planning
Summarizes pertinent provisions of trust documents
Maintains contact with clients and advisors to discuss terms and specifications of the will and/or trust
Prepares for and participates in client meetings with the Advisor

Responsible for knowing the clients extended family and younger generations, when appropriate, to build deep multigenerational relationships

Education, Skills, and Experience Requirements

- Possess 7+ years of legal, tax, or wealth management industry experience

- Bachelors Degree & JD designation required

About H.M. Payson

Since 1854, HM Payson has earned and sustained the trust of individuals, families, institutions, and municipalities by pursuing each client’s best interest with independence, integrity, and discipline. We value diversity and are committed to creating an inclusive and supportive workplace.

To Apply

If you’re passionate about the investment industry and eager to contribute to our team, we’d love to hear from you.

Please email your resume to [email protected].

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Retirement plan

Ability to Commute:

Portland, ME 04101 (Required)

Work Location: In person

Quick Apply

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