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Job opportunity
Wealth Advisor
Heritage Wealth Advisors
Richmond, VA, US
Source: Heritage Wealth Advisors careers · View original posting
- Employment
- full time
Employer job description
From Heritage Wealth Advisors's posting. “We” and “our” refer to the employer.
Heritage Wealth Advisors is seeking a Wealth Advisor for its multi-family office. Help clients navigate interconnected financial decisions and build lasting advisory relationships.
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.
- Reports to the Director of Financial Planning & Tax. Full-time, hybrid role based in Richmond, Virginia.
- Heritage values integrity, collaboration, intellectual curiosity and passion. This sandbox role supports a structured, evidence-based hiring demonstration.
Requirements
- 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.
Benefits
- Salary: $100,000–$150,000 plus bonus potential. Benefits include insurance, 401(k) with profit sharing, professional development, paid leave and hybrid flexibility. Confirm final terms before live posting.
About this listing
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.