Senior Wealth Advisor - Tax & Planning (Hybrid, Richmond)

Heritage Wealth Advisors, LLC; Richmond (VA); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Insurance

401(k) with profit sharing

Professional development

Paid leave

Hybrid flexibility

Job summary

Heritage Wealth Advisors, LLC is seeking a Wealth Advisor for its multi-family office. Lead client relationships and translate complex planning into clear recommendations; coordinate planning, tax, investments, estates and philanthropy with specialists and external advisors.

Based in Richmond, VA, this full-time, hybrid role requires CFP/CPA/EA designation and at least five years of advisory experience. Salary range $100,000–$150,000 plus bonus; benefits include insurance, 401(k) with profit

Qualifications

• 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.

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.

Skills

Client relationship management

Communication

Discretion

Mentoring colleagues

Education

Bachelor's degree

CFP designation

CPA designation

EA designation

Tools

eMoney

Tamarac

Job description

Heritage Wealth Advisors, LLC is seeking a Wealth Advisor for its multi-family office. Lead client relationships and translate complex planning into clear recommendations; coordinate planning, tax, investments, estates and philanthropy with specialists and external advisors.

Based in Richmond, VA, this full-time, hybrid role requires CFP/CPA/EA designation and at least five years of advisory experience. Salary range $100,000–$150,000 plus bonus; benefits include insurance, 401(k) with profit