Lead Wealth Management Consultant

2 weeks ago


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

Senior Wealth Planning Strategist

At Cornerstone Advisors, we are seeking a dedicated professional to enhance our wealth management services. The ideal candidate will possess a deep understanding of financial strategies and estate planning.

  • Perform in-depth research and create comprehensive financial and estate plans tailored to client needs.
  • Evaluate client documentation, assess unique circumstances, and derive insightful conclusions.
  • Combine personal, business, legal, and tax considerations into cohesive financial models and strategies.
  • Efficiently implement and oversee client programs, ensuring optimal performance of plans.

Key Responsibilities

  • Design and implement tax, estate, and business strategies for clients with diverse financial situations.
  • Conduct extensive research to develop detailed tax, estate, and financial analyses.
  • Offer strategic insights to the team and play a pivotal role in client presentations.
  • Analyze financial, legal, tax, and accounting data to create personalized financial strategies.
  • Develop customizable Excel models to assess various financial scenarios.
  • Communicate the potential effects of client decisions and market fluctuations on financial plans.
  • Create visual aids to help clients understand their estate plans.
  • Identify tax planning opportunities, including charitable giving strategies.
  • Maintain and update client wealth and estate plans with precision.
  • Stay current on tax regulations, financial strategies, and industry trends.
  • Engage with the trusts, estates, and tax sectors to broaden knowledge and professional connections.
  • Collaborate in client acquisition efforts and enhance existing client relationships.


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