As a Senior Wealth Planning Strategist, you will. . Conduct research and develop financial and estate 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. . . Major Duties/Essential Functions. . Develops, consu...
As a Senior Wealth Planning Strategist, you will. . Conduct research and develop financial and estate 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. . . Major Duties/Essential Functions. . Develops, consu...
As a Senior Wealth Planning Strategist, you will. . Conduct research and develop financial and estate 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. . . Major Duties/Essential Functions. . Develops, consu...
Position Summary. . Are you a life-long learner who values commitments made and wants to be part of a team that is focused on providing “white-glove concierge” services to clients from within a tight-knit, supportive office. Are you interested in managing client’s insurance portfolios as it relates to their business and estate plans. Cornerstone Advisors might just be your next forever home. Even if you’re missing a couple skills listed below, bu...
