Banking and Financial Services Jobs in Westbrook Maine

Are you a trusted advisor who thrives on helping clients protect and grow their legacy? Do you love translating complex tax and estate law into real, meaningful strategies for individuals and families?

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

1. Designing and leading custom estate and wealth transfer plans based on each client's unique goals
2. Identifying tax and fiduciary planning opportunities and collaborating with client advisory teams to execute strategies
3. Preparing detailed estate schematics and delivering clear, actionable presentations to clients
4. Staying up to date on trusts and estates law, tax regulations, and fiduciary trends and sharing relevant insights with the team
5. Strengthening client relationships through thoughtful service and ongoing support
6. Mentoring junior planners and advisors in estate planning principles and best practices
7. Collaborating across internal departments to improve the firm’s wealth planning and trust services

Requirements:

1. 7+years of experience in legal, tax, or wealth management, with a focus on estate and trust planning
2. JD (Juris Doctor) is required
3. Expertise in fiduciary law, estate tax planning, and multigenerational wealth strategies
4. Strong presentation and communication skills with the ability to simplify complex concepts
5. Experience mentoring team members and contributing to strategic planning initiatives
6. Must be able to work onsite in Portland, Maine

Why This Role Stands Out

1. Join a respected wealth management firm with a strong reputation for integrity and innovation
2. Work with engaged clients who value high-level planning and personal relationships
3. Step into a leadership position that allows you to shape the firm's estate and trust planning strategy
4. Live and work in Portland, Maine, a thriving coastal city known for its quality of life
5. Competitive salary and a full benefits package
6. 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.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Be part of an amazing story

Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores and irresistible products…about the excitement of the Macy’s 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We’ve been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work.

Job Overview

Our Asset Protection Security team uses advanced technology and analytics tools to reduce shortages and protect our bottom line. As an Asset Protection Detective, you will have the opportunity to receive expert training and develop your skills in this role. You will create and foster relationships with store teams and law enforcement agencies. Our goal is to protect company assets while maintaining a safe, customer-centric shopping environment.

Full-time colleagues are typically scheduled to work 30 or more hours per week, while part-time colleagues are typically scheduled 12-24 hours per week. All schedules contain weekend shifts as part of the requirements. Hours are dependent on business needs and colleague availability. Information regarding hours per week needed for benefit eligibility purposes can be found here.

What We Can Offer You

Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities. 

Some additional benefits we offer include: 

• 
  
• Merchandise discounts 
  
• Performance-based incentives 
  
• Annual merit review 
  
• Employee Assistance Program with mental health counseling and legal/financial advice
  

Access the full menu of benefits offerings here.

What You Will Do

• 
  
• Use surveillance techniques to help identify and apprehend individuals who shoplift and dishonest employees
  
• Understand and leverage de-escalation tools in order to provide a safe and secure environment for our customers and colleagues
  
• Recover stolen merchandise
  
• Research and provide statements and evidence to support investigations
  
• Prepare reports on theft incidents, investigations, and audits
  
• Maintain strict compliance with the law and company policies regarding apprehensions, searches, and evidence preservation
  
• Build and maintain partnerships with store colleagues, as well as outside groups, such as law enforcement
  
• Testify in court for criminal and civil cases
  
• Train colleagues on protocols to help protect company assets
  
• Respond to alarm conditions and work on special assignments
  
• Facilitate first aid for customers and colleagues
  
• Foster an environment of acceptance and respect that strengthens relationships, and ensures authentic connections with colleagues, customers, and communities
  

Who You Are

• 
  
• Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality
  
• A resourceful self-starter who can adapt quickly to changing priorities
  
• Ability to communicate and share information with diverse groups of customers and peers
  
• Enjoy working as part of a team, as well as independently
  
• Obtain and maintain required licenses, trainings, and certifications
  
• For jobs in New York, a current New York State Security Guard License is required
  
• High School Diploma or equivalent
  

Essential Physical Requirements You Will Perform

• 
  
• Walking, standing for extended periods; bursts of quick movement
  
• Apprehension of subjects in accordance with company policy
  
• Requires hearing, close vision, color vision, and ability to adjust focus     
  
• Occasional stooping, kneeling, crouching, and reaching above eye level
  
• Ability to spend long periods of time in enclosed areas
  
• Lifting and moving items up to 30 pounds
  

About Us

This is a great time to join Macy’s! Whether you’re helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people’s lives.

Join us and help write the next chapter in our story - Apply Today!

This job description is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to a diverse and inclusive work environment. 

STORES00

This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Additional benefit details are available at .

• Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service  
• Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals  
• Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs 
• Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations 
• Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems 
• Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude 
• Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options  

• High School Diploma or GED????? 

• Sales, Collections or Customer Service experience??? ?? 

• Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances  
• Up to 4% matching 401(k)    
• Employee Stock Purchase Plan (10% share discount)    
• Tuition reimbursement    
• Paid time off (15 days’ vacation per year, prorated based on start date)  
• Paid sick leave as determined by state or local ordinance (prorated based on start date)  
• 11 Paid holidays (4 floating holidays, prorated based on start date)  
• Paid volunteer time (3 days per year, prorated based on start date) 

• Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service  
• Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals  
• Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs 
• Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations 
• Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems 
• Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude 
• Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options  

• High School Diploma or GED????? 

• Sales, Collections or Customer Service experience??? ?? 

• Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances  
• Up to 4% matching 401(k)    
• Employee Stock Purchase Plan (10% share discount)    
• Tuition reimbursement    
• Paid time off (15 days’ vacation per year, prorated based on start date)  
• Paid sick leave as determined by state or local ordinance (prorated based on start date)  
• 11 Paid holidays (4 floating holidays, prorated based on start date)  
• Paid volunteer time (3 days per year, prorated based on start date)