Senior Wealth Planning Strategist

2 weeks ago


Allentown, Pennsylvania, United States Cornerstone Advisors - Ensure You'll Endure™ Full time
Senior Wealth Planning Strategist

At Cornerstone Advisors, we're dedicated to helping our clients achieve their long-term financial goals. As a Senior Wealth Planning Strategist, you'll play a critical role in developing and implementing comprehensive financial and estate plans that cater to the unique needs of our clients.

Key Responsibilities:
  • Conduct in-depth research and analysis to identify opportunities for tax planning, including charitable contributions
  • Develop and execute detailed financial and estate plans, integrating personal, business, legal, and tax requirements
  • Collaborate with clients to understand their financial objectives and create personalized plans to achieve them
  • Stay up-to-date on tax laws, financial strategies, and industry developments to ensure our clients receive the best possible advice
  • Communicate complex financial information to clients in a clear and concise manner, using visual aids and other tools as needed
Requirements:
  • Strong analytical and problem-solving skills, with the ability to think critically and creatively
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues
  • Proficiency in financial planning software and tools, including Excel
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines

We're looking for a highly motivated and experienced professional who is passionate about helping others achieve their financial goals. If you're a team player with a strong work ethic and a commitment to excellence, we'd love to hear from you.



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