Senior Wealth Planning Strategist

Cornerstone Advisors, Inc.; Allentown (Lehigh County); On-site; USD 90,000 - 150,000; Full time

Job summary

Bighorn Law in Allentown is seeking a Senior Wealth Planning Strategist to join our team. We integrate strategy, people, and wealth management to help clients endure complex challenges and grow with trusted guidance.

You will conduct research and develop financial analyses and plans, review documents, identify actionable insights, build holistic models, and execute and update client programs.

Responsibilities

• 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

Job description

We are just as complex as clients’ challenges…we integrate strategy, people, and wealth management to help clients endure. We’ve been trusted advisors to 300+ privately held businesses, families, and individuals across a span of over 35 years. And we are just getting started…

What are YOU looking for?

• You want the opportunity to learn and grow…constantly.

• You want to join a company that focuses on accentuating your strengths—not your weaknesses.

• You are ready to utilize your energy, intelligence, and skill set.

• You are energetic and want to be part of a growing business.

• You have experience and are not afraid to use it.

• You love solving complex financial challenges faced by equally complex client situations.

• You want to work with others…and have a healthy dose of independent work time.

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