Wealth Advisor

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.