Lead Wealth Planning Consultant
2 weeks ago
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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