UHNW Wealth Planning Associate | Hybrid Growth Path

Heritage Wealth Advisors, LLC; Richmond (VA); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision, life, AD&D, &

Disability insurance

Job summary

Heritage Wealth Advisors, LLC is seeking a Wealth Planning Associate to help serve ultra-high-net-worth families and institutions while building broad technical experience across financial planning, tax, investments, estate planning, and family office matters.

Working alongside experienced advisors, you’ll contribute directly to client work from the start, with responsibility increasing as your knowledge and judgment develop.

Qualifications

• Bachelor’s degree in accounting, finance, economics, business or related field.
• 1–3 years of relevant or transferable professional experience.
• Interest in pursuing CFP®, CPA, EA, or CFA designations.
• Strong analytical skills and technical financial planning knowledge.
• Clear written and verbal communication skills.
• Attention to detail and discretion with confidential information.
• Proficiency with MS Office and Adobe Acrobat; willingness to learn planning, CRM, tax software.

Responsibilities

• Support sophisticated client relationships with Wealth Advisors to prepare for meetings and move client needs through resolution.
• Build hands-on planning experience across balance sheets, cash flow, estate planning, tax considerations, investments, and family office matters.
• Develop tax planning and preparation knowledge, assisting with projections and various tax returns.
• Participate in client meetings, prepare materials, capture decisions, and expand client interaction over time.
• Gain exposure to family office work, including reporting, bookkeeping review, and trust distributions.

Skills

Curiosity

Intellectual curiosity

Ownership

Rapid learning

Clear communication

High standards

Growth mindset

Education

Bachelor’s degree

Tools

Microsoft Office

Adobe Acrobat

Job description

Heritage Wealth Advisors, LLC is seeking a Wealth Planning Associate to help serve ultra-high-net-worth families and institutions while building broad technical experience across financial planning, tax, investments, estate planning, and family office matters.

Working alongside experienced advisors, you’ll contribute directly to client work from the start, with responsibility increasing as your knowledge and judgment develop.