Lead Wealth Planning Consultant
2 months ago
Senior Wealth Planning Strategist
At Cornerstone Advisors, we are dedicated to providing exceptional financial guidance. As a Senior Wealth Planning Strategist, you will play a crucial role in shaping our clients' financial futures.
Key Responsibilities:
- Conduct in-depth research and create comprehensive financial and estate plans tailored to individual client needs.
- Examine client documentation, assess unique circumstances, and extract valuable insights for informed decision-making.
- Combine personal, business, legal, and tax considerations into cohesive financial models and strategies.
- Efficiently implement and manage client programs, ensuring alignment with their goals.
Core Duties:
- Design and execute intricate tax, estate, and business strategies for a diverse clientele.
- Perform extensive analyses to develop thorough financial plans based on meticulous research.
- Offer strategic insights to the team and enhance client presentations with actionable recommendations.
- Evaluate financial, legal, tax, and accounting data to craft personalized financial strategies.
- Create adaptable Excel models to assess various scenarios and potential outcomes.
- Communicate the implications of client decisions and market fluctuations on their financial plans.
- Develop visual aids to simplify complex estate plans for client understanding.
- Identify tax planning opportunities, including strategies for charitable contributions.
- Regularly update and maintain client wealth and estate plans with precision.
- Stay abreast of evolving tax regulations, financial strategies, and industry trends.
- Engage with the trusts, estates, and tax community to broaden expertise and networking.
- Collaborate on client acquisition efforts and strengthen existing client relationships.
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