Wealth Advisor na Heritage Wealth Advisors

Description

Heritage Wealth Advisors is seeking a Wealth Advisor for its multi-family office. Help clients navigate interconnected financial decisions and build lasting advisory relationships.

Responsibilities

• Lead client relationships and translate complex planning into clear recommendations.

• Coordinate financial planning, tax, investments, estate matters and philanthropy with specialists and external advisors.

• Support tax projections and preparation across relevant returns.

• Follow through on client needs, mentor colleagues and develop professional relationships.

Reports to the Director of Financial Planning & Tax. Full-time, hybrid role based in Richmond, Virginia.

Heritage values integrity, collaboration, intellectual curiosity and passion. This sandbox role supports a structured, evidence-based hiring demonstration.

Requirements

• Relevant bachelor's degree.

• CFP, CPA or EA designation.

• At least five years of relevant advisory experience.

• Complex client relationship and tax planning or preparation experience.

• Clear communication, discretion and reliable follow-through.

• eMoney and Tamarac experience is beneficial.

Benefits

Salary: $100,000–$150,000 plus bonus potential. Benefits include insurance, 401(k) with profit sharing, professional development, paid leave and hybrid flexibility. Confirm final terms before live posting.