Wealth Advisor

Job Description Job Description Position: Wealth Advisor Location: Richmond, VA & Charlottesville, VA Reports To: Director of Financial Planning & Tax Department: Financial Planning and Tax Status: Full-Time | Hybrid Work Environment FIRM OVERVIEW Heritage Wealth Advisors is an independently owned Registered Investment Advisor (RIA) that specializes as a multi-family office serving ultra-high-net-worth families, individuals, and institutions. We are dedicated to protecting, growing, and sustaining wealth across generations through deeply personalized, long-term strategies. Our comprehensive services span six financial pillars: Family Office, Financial Planning, Investment Management, Tax Planning, Philanthropy, and Institutions. Founded in 2005, Heritage is rooted in enduring relationships and guided by a multi-generational mindset. With offices in Richmond, VA, Charlottesville, VA, and Pittsburgh, PA, we deliver thoughtful guidance and fiduciary care through every phase of life and legacy. ROLE SUMMARY The Wealth Advisor serves as a pivotal client-facing role, advancing Heritage’s integrated advisory platform. This position is responsible for delivering holistic financial guidance encompassing relationship management, strategic planning, investment oversight, and tax coordination, ensuring clients receive tailored solutions that reflect their long-term objectives. This is a client-facing role for someone who can combine technical planning expertise, thoughtful relationship management, and strong execution. The Wealth Advisor partners closely with internal teams and external professionals to coordinate planning, tax, investment, and family office deliverables while ensuring client requests are handled with clarity, urgency, and care. The ideal candidate will bring sound judgment, strong communication habits, and a commitment to Heritage’s collaborative service model. This role reports to the Director of Financial Planning & Tax and will be based in our Richmond office, with regular partnership across Heritage’s broader advisory, investment, operations, tax, and philanthropy teams. WHO WILL THRIVE HERE You: Build trust through responsiveness, follow-through, and clear communication with clients and teammates. Enjoy complex planning work and can translate technical details into practical, client-centered guidance. Take ownership of client requests while knowing when to collaborate, delegate, or escalation. Bring a calm, professional presence and handle sensitive family, financial, and tax matters with discretion and sound judgment. Value continuous improvement and are comfortable learning new tools, workflows, and technology-enabled ways of working. RESPONSIBILITIES Financial Planning, Tax and Client Service Serve as the primary advisor for assigned client relationships and as a supporting advisor for more complex Family Office relationships. Act as a first line of response for client requests by resolving items directly or coordinating with the appropriate team member and monitoring through completion. Establish and maintain regular client communication and meeting rhythms based on client needs, service expectations, and advisor judgment. Prepare for, lead, and participate in client meetings; ensure thoughtful follow-through and thorough documentation of client interactions in the CRM. Partner with Operations to support smooth onboarding, paperwork completion, account maintenance, and timely processing. Deliver comprehensive planning support across financial planning, tax preparation and projections, investment coordination, estate planning review, and family office services, as applicable. Review estate planning documents and coordinate with external estate attorneys and other professional advisors to align planning recommendations and next steps. Engage with clients’ broader professional teams, including attorneys, CPAs, business managers, boards, and other advisors. Act on behalf of clients in interactions with external third parties, including government agencies and service providers, when appropriate. Support family office work such as bookkeeping review, reporting packages, trust distribution schedules, ILIT Crummey notices, loan tracking, and bill pay coordination, where applicable. Prepare a range of tax forms and returns, including W-2s, 1099s, 1040s, 1041s, 1065s, 990s, and 709s; the expectation is to prepare, not sign. Maintain up-to-date balance sheets and cash flow projections using Tamarac Advisor Vi #J-18808-Ljbffr