Wealth Planning Associate: Elevate Client Advisory & Tax Skills

Heritage Wealth Advisors, LLC; Pittsburgh (Allegheny County); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Comprehensive health benefits

401(k) with profit sharing

Professional development support

Paid vacation, sick leave, holidays

Flexible hybrid work environment

Parental and family leave

Access to Heritage resources and think

Job summary

Heritage Wealth Advisors, LLC in Pittsburgh is seeking a Wealth Planning Associate to support ultra-high-net-worth families and institutions across financial planning, tax, investments, estate planning, and family office matters. You will work alongside experienced advisors, contributing to client work from day one with increasing responsibility as your knowledge grows.

This role is ideal for someone early in their career who is curious, accountable, and pursuing a long-term wealth advisory

Qualifications

• Bachelor’s degree preferred 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 designation.

Responsibilities

• Support sophisticated client relationships with Wealth Advisors and Senior Wealth Advisors to prepare for meetings and move client needs through resolution.
• Build hands-on planning across balance sheets, cash flow, estate planning reviews, tax considerations, investments.

Skills

Analytical skills

Written and verbal communication

Attention to detail

Discretion

Time management

Education

Bachelor’s degree in accounting, finance, economics, business, or related field

Tools

Microsoft Office

Adobe Acrobat

Job description

Heritage Wealth Advisors, LLC in Pittsburgh is seeking a Wealth Planning Associate to support ultra-high-net-worth families and institutions across financial planning, tax, investments, estate planning, and family office matters. You will work alongside experienced advisors, contributing to client work from day one with increasing responsibility as your knowledge grows.

This role is ideal for someone early in their career who is curious, accountable, and pursuing a long-term wealth advisory