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 bkg@hmpayson.com.
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
