Senior Wealth Planning Strategist

2 weeks ago


Allentown, Pennsylvania, United States Cornerstone Advisors Full time

As a Senior Wealth Planning Strategist, you will:

Conduct research and develop financial and estate analyses and plans

Review documents, analyze client situations, and identify actionable insights

Build holistic models and plans that integrate personal planning, business planning, legal requirements, tax implications, etc.

Execute, maintain, and update client models, programs, and plans

Major Duties/Essential Functions

Develops, consults on, and implements tax, estate and business plans for clients, including those of the greatest complexity

Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses, and plans

Provide recommendations to team and may participate in recommendation presentation to clients and clients advisors

Analyze financial, legal, tax, accounting, and other related information to develop personal and business plans

Build customizable Excel models or update existing templates to model varying options such as sale/gift to an IDIT, GRATs, Private Annuities, CRUTs, CLT, use of exemptions, etc.

Construct and analyze cash flow analyses

Communicate potential impact to various plansi.e., wealth, estate, trust, financial, insurance, on client decisions, business assumptions, market environment, and policy changes

Create estate plan diagrams

Identify tax planning opportunities, including charitable donations

Update client wealth and estate plans with updates from source data

Monitor changes in tax laws and developments in financial strategies, particularly with respect to financial plans, trusts, and estate plans

Engage with the trusts, estates, and tax community to keep knowledge base up to date and foster valuable connections

Familiar with sophisticated estate planning strategies and understanding of how to develop and implement varying techniques

Collaborates in the acquisition of new clients and retains, expands and deepens existing relationships.



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