Wealth Advisor - Hybrid, Client-Centric Planning

Heritage Wealth Advisors, LLC; Virginia; Hybrid; USD 95,000 - 150,000; Full time

Job summary

Heritage Wealth Advisors, LLC in Richmond, VA is seeking a Wealth Advisor to grow client relationships and coordinate comprehensive financial planning, tax coordination, and investment oversight. This client-facing role blends advisory expertise with meticulous execution in a collaborative, hybrid environment.

You will work with internal teams and external professionals to tailor strategies for ultra-net-worth families, lead meetings, prepare documentation, and ensure timely delivery of services

Qualifications

• Client-facing wealth advisory experience.
• Strong communication and planning skills.
• Ability to coordinate with tax, estate planning, and investment teams.

Responsibilities

• Serve as the primary advisor for assigned client relationships.
• Lead client meetings with thorough documentation in the CRM.
• Coordinate with Operations for onboarding, account maintenance, and timely processing.
• Deliver comprehensive planning support across financial planning, tax, investments, and estate planning.
• Review estate planning documents with external attorneys and other advisors.

Job description

Heritage Wealth Advisors, LLC in Richmond, VA is seeking a Wealth Advisor to grow client relationships and coordinate comprehensive financial planning, tax coordination, and investment oversight. This client-facing role blends advisory expertise with meticulous execution in a collaborative, hybrid environment.

You will work with internal teams and external professionals to tailor strategies for ultra-net-worth families, lead meetings, prepare documentation, and ensure timely delivery of services