Lead Wealth Planning Consultant

2 months ago


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

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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