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Wealth Advisor

Heritage Wealth AdvisorsRichmond, VA

$100,000 - $150,000 / year

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Overview

Schedule
Full-time
Education
CPA
Career level
Senior-level
Remote
Hybrid remote
Compensation
$100,000-$150,000/year
Benefits
Health Insurance
Paid Vacation
Career Development

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.

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.

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FAQs About Wealth Advisor Jobs at Heritage Wealth Advisors

What is the work location for this position at Heritage Wealth Advisors?
This job at Heritage Wealth Advisors is located in Richmond, VA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Heritage Wealth Advisors?
Candidates can expect a pay range of $100,000 and $150,000 per year.
What employment applies to this position at Heritage Wealth Advisors?
Heritage Wealth Advisors lists this role as a Full-time position.
What experience level is required for this role at Heritage Wealth Advisors?
Heritage Wealth Advisors is looking for a candidate with "Senior-level" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by Heritage Wealth Advisors for this role?
Heritage Wealth Advisors offers following benefits: Health Insurance, Paid Vacation, Career Development, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Heritage Wealth Advisors?
You can apply for this role at Heritage Wealth Advisors either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.