Why This Role Stands Out
This hybrid Wealth Advisor role at Heritage Wealth Advisors offers a fantastic opportunity to build deep client relationships and expand your expertise in complex financial planning, with a competitive salary and bonus potential. You'll thrive here if you are a seasoned professional with a CFP, CPA, or EA designation, eager to collaborate within a supportive team focused on integrity and intellectual curiosity. Apply today to leverage your skills and grow your career in a dynamic environment.
Quick Overview
Job Description
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.
• 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.
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.