Wealth Advisor
Heritage Wealth Advisors•Richmond, VA
•$100,000 - $150,000•Hybrid
About The Position
Heritage Wealth Advisors is seeking a Wealth Advisor for its multi-family office. This role involves helping clients navigate interconnected financial decisions and build lasting advisory relationships. The company values integrity, collaboration, intellectual curiosity, and passion.
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.
Nice To Haves
- eMoney and Tamarac experience is beneficial.
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.
Benefits
- insurance
- 401(k) with profit sharing
- professional development
- paid leave
- hybrid flexibility
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What This Job Offers
Job Type
Full-time
Career Level
Senior
