Senior Wealth Planner & Tax Specialist
Heritage Wealth Advisors, LLC
Heritage Wealth Advisors, LLC in Wexford, PA seeks a Senior Wealth Planning Associate to enhance our financial planning and tax platform. This full-time position requires strong communication, analytical, and collaboration skills as the role supports client relationships and interactions with outside professionals. The successful candidate will collaborate with advisors, prepare for client meetings, and assist in delivering comprehensive planning and tax work. Strong attention to detail and a commitment to client outcomes are essential. The role offers a hybrid working model and opportunities for professional growth in a dynamic environment. #J-18808-Ljbffr Heritage Wealth Advisors, LLC
Vacancy posted 1 day ago
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