Lead Wealth Planning 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 highly skilled individual to enhance our wealth management services. The ideal candidate will possess a strong background in financial strategy and estate planning.

  • Conduct in-depth research and create comprehensive financial and estate planning analyses tailored to client needs.
  • Examine client documentation, assess unique circumstances, and extract critical insights for effective planning.
  • Combine personal, business, legal, and tax considerations into cohesive and comprehensive financial models.
  • Efficiently implement and oversee client programs, ensuring accuracy and relevance in all plans.

Key Responsibilities

  • Design and execute intricate tax, estate, and business strategies for a diverse clientele.
  • Perform extensive research to develop detailed financial analyses and planning strategies.
  • Offer strategic insights to the team and play a vital role in client presentations.
  • Evaluate financial, legal, tax, and accounting data to create personalized planning solutions.
  • Develop customizable Excel models to assess various scenarios and options.
  • Communicate the potential effects of client decisions and market fluctuations on their plans.
  • Create visual aids to enhance client understanding of estate planning.
  • Identify tax planning opportunities, including strategies for charitable giving.
  • Maintain and regularly update client wealth and estate plans with precision.
  • Stay abreast of changes in tax legislation, financial strategies, and industry trends.
  • Engage with the trusts, estates, and tax community to broaden knowledge and professional connections.
  • Collaborate on client acquisition efforts and strengthen existing client relationships.


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