Senior Wealth Planning Strategist

Cornerstone Advisors

• $100K — $120K *
Allentown, PA 18102In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5-7 years of experience in wealth management or financial planning
  • Strong analytical skills with a focus on client financial situations
  • Proficiency in creating comprehensive financial models
  • Experience in tax planning and legal considerations
  • Ability to communicate complex financial concepts clearly

Responsibilities

  • Conduct research to inform financial strategies
  • Analyze client documentation and identify key insights
  • Develop integrated financial plans encompassing personal and business needs
  • Update and maintain client financial models and plans
  • Collaborate with multidisciplinary teams to enhance client offerings
Full Job Description
General Position Summary

As a Senior Wealth Planning Strategist, you will:
  • Conduct research and develop financial analyses and plans
  • Review documents, analyze client situations, and identify actionable insights
  • Build holistic models and plans that integrate personal planning, business planning, legal requirements, tax implications, etc.
  • Execute, maintain, and update client models, programs, and plans


Responsibilities

$49

Qualifications

$4a
* Ladders Estimates

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