Wealth Planning Associate: Growth in Tax & Planning

Heritage Wealth Advisors; Richmond (VA); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with profit sharing

Paid time off

Hybrid work options

Professional development support

Job summary

Heritage Wealth Advisors in Richmond, VA seeks a Wealth Planning Associate to support Wealth Advisors in financial planning, tax, and investment workflows. The role blends hands-on client service with structured learning and increasing responsibility as you build technical expertise.

You'll work with cross-functional teams, participate in onboarding, and gain exposure to tax preparation, cash flow analysis, and family office tasks. Hybrid, with 4 days in-office expected.

Qualifications

• 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 (CPA/CFP/EA/CFA).
• Demonstrated alignment with Heritage Core Values: Collaboration, Intellectual Curiosity, Integrity, Passion.

Responsibilities

• Support wealth planning, tax, and client service workflows.
• Partner with advisors across a shared coverage model and client teams.
• Prepare materials for client meetings and capture notes in the CRM.
• Assist with onboarding, paperwork, and timely processing.

Skills

Communication

Attention to detail

Professional demeanor

Learning mindset

Education

Bachelor's degree in accounting or finance

Tools

Microsoft Office

Adobe Acrobat

Job description

Heritage Wealth Advisors in Richmond, VA seeks a Wealth Planning Associate to support Wealth Advisors in financial planning, tax, and investment workflows. The role blends hands-on client service with structured learning and increasing responsibility as you build technical expertise.

You'll work with cross-functional teams, participate in onboarding, and gain exposure to tax preparation, cash flow analysis, and family office tasks. Hybrid, with 4 days in-office expected.