Wealth Planning Associate

Heritage Wealth Advisors, LLC • Pittsburgh, PA

1d • Hybrid

About The Position

The Wealth Planning Associate supports Wealth Advisors and Senior Wealth Advisors in delivering exceptional client service across financial planning, tax, and investment-related workflows. The role combines hands-on execution (meeting prep, follow-through, and documentation) with structured learning to build technical and operational expertise over time. This is a growth-oriented role with increasing responsibility, supported by training, feedback, and evolving technology-enabled workflows. The Wealth Planning Associate reports to the Director of Financial Planning & Tax and partners with cross-functional teams to help execute client deliverables consistently and on time.

Requirements

• A bachelor's degree is required, preferably in accounting or finance.
• 1-3 years of relevant or transferable experience.
• Existing plan or desire to pursue certification. Preferred credentials for pursuit include Certified Public Accountant (CPA), Certified Financial Planner (CFP), Enrolled Agent (EA), or Chartered Financial Analyst (CFA).
• Demonstrated alignment with Heritage Core Values: Collaboration - Partners across teams to share information, align priorities, and deliver consistently. Intellectual Curiosity - Learns continuously; embraces new tools and best practices. Integrity - Exercises sound judgment and discretion with confidential matters. Passion - Brings energy and commitment to helping clients achieve their goals.
• Proficiency with Microsoft Office (Outlook, Excel, Word, PowerPoint) and Adobe Acrobat, or willingness to learn quickly.
• Clear written and verbal communication skills, including strong listening and the ability to communicate progress, priorities, and risks early.
• Analytical and learning-oriented: able to analyze and synthesize information, learn technical concepts and firm processes, and seek guidance appropriately.
• Execution mindset: strong attention to detail, organization, and ability to balance quality and pace to meet deadlines (including during peak periods).

Nice To Haves

• Communicate early and clearly—especially when priorities shift or deadlines are at risk.
• Own the details, and know when to escalate and when to ask for guidance.
• Bring a calm, professional presence with clients and teammates, and handle sensitive information with discretion and sound judgment.
• Learn new tools and workflows (including AI-enabled tools) and share practical tips that make the team more effective.

Responsibilities

• Client service & advisor support: partner with advisors across a shared coverage model and dedicated client teams; stay current on client priorities; drive client requests to resolution.
• Client meetings: prepare materials and follow-up items; attend/shadow meetings as needed; capture notes and document client interactions thoroughly in the CRM.
• Onboarding & coordination: partner with Operations to ensure smooth onboarding, paperwork completion, and timely processing.
• Financial planning & analysis (scope expands over time): support planning deliverables, including balance sheets and cash flow projections using Tamarac Advisor View and eMoney; assist with review and summarization of estate planning documents.
• Tax support (scope expands over time): assist with preparation of common tax forms and returns (e.g., W-2/1099, 1040, 1041, 1065, 990, 709) and tax projections/estimated payments. You will prepare (not sign) tax returns. During peak tax periods, workload may increase; we plan ahead as a team and communicate priorities clearly.
• Family office support (as applicable): support QuickBooks bookkeeping and reporting packages; perform bill pay; maintain trust distribution schedules; track loan and payment schedules (external or intrafamily), and coordinate next steps with advisors.
• Apprentice with advisors and the Senior Wealth Planning Associate to leverage historical client knowledge and build strong judgment.
• Collaborate across client teams to keep information flowing and deliver a consistent client experience.
• Experiment with new technology (including AI tools) to improve accuracy, speed, and consistency—while maintaining confidentiality and quality standards.
• Document and share efficient workflows (templates, checklists, prompts, best practices) so the team benefits from what you learn.
• Escalate internal or client-facing issues early with clear context and proposed options to the Wealth Advisor or Senior Wealth Advisor.
• Contribute to internal initiatives (task forces) that improve firm efficiency, quality, and growth; help train/supervise interns as needed.
• Network with peers in the industry
• Attend firm events
• Develop a credentialing plan and engage with relevant professional and community organizations
• Serve as a Heritage ambassador in the local community by professionally representing the firm and living our values

Benefits

• Competitive salary and bonus potential, based on experience and performance.
• Comprehensive benefits package, including medical, dental, vision, life, AD&D, and disability insurance.
• 401(k) with profit sharing.
• Partial and/or full financial support for professional development, including certification programs, continuing education, and leadership training.
• Paid time off (vacation, sick leave, holidays) with flexible scheduling and hybrid work options.
• Parental leave and family leave policies.
• Access to firm resources, internal planning services, and networking / thought leadership events.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level