Senior Wealth Planning Associate

Job Description

Job Description

Position: Senior Wealth Planning Associate

Location: Wexford, PA

Reports To: Director of Financial Planning & Tax

Department: Financial Planning and Tax

Status: Full-Time | Hybrid Work Environment

Hybrid expectation: Typically 4 days/week in-office in Wexford (flexible based on role needs and training).

FIRM OVERVIEW

Heritage Wealth Advisors is an independently owned Registered Investment Advisor (RIA) that serves ultra-high-net-worth families, individuals, and institutions. As a multi-family office, we help clients protect, grow, and sustain wealth across generations through highly personalized, long-term strategies. Our services span six pillars: Family Office, Financial Planning, Investment Management, Tax Planning, Philanthropy, and Institutions.

Founded in 2005, Heritage is built on enduring relationships and a multi-generational mindset. With offices in Richmond, VA, Charlottesville, VA, and Pittsburgh, PA, we deliver fiduciary guidance through every phase of life and legacy. This position is based in our Wexford, PA office.

ROLE SUMMARY

The Senior Wealth Planning Associate plays a central role in delivering an exceptional client experience and advancing Heritage’s financial planning and tax platform. You will report to the Director of Financial Planning & Tax and work day-to-day alongside Wealth Advisors and Senior Wealth Advisors to prepare for client meetings, execute planning and tax deliverables, and support investment and family office work—while also helping to develop Associates and Interns.

In this role, you will collaborate across internal teams and with clients’ outside professionals (e.g., attorneys, CPAs, business managers) to move work forward efficiently and accurately. The right candidate brings strong technical skills, clear communication, sound judgment with confidential information, and a continuous-improvement mindset.

WHO WILL THRIVE HERE

You’ll thrive here if you:

• Communicate early and clearly, especially when priorities shift or deadlines are at risk.
• Own the details, manage follow-through, and know when to escalate versus when to propose a solution.
• Bring a calm, professional presence with clients and teammates and handle sensitive information with discretion.
• Enjoy learning new tools and workflows (including AI-enabled tools) and sharing practical ideas that make the team more effective.
• Value a respectful, collaborative environment where people support one another and do their best work.

RESPONSIBILITIES

Financial Planning, Tax and Client Service

Work is prioritized around client needs, deadlines, and advisor direction. You will own significant portions of meeting preparation and follow-through, deliver planning and tax work with increasing independence, and help develop junior talent. Over time, you will integrate into a set of assigned client relationships to support continuity and growth, with opportunities to develop toward an advisor path.

• Partner with advisors to support client relationships in a team-based model; anticipate client needs and communicate progress early.
• Lead or support client meeting preparation (by client segment) including data gathering, agenda/materials creation, and post-meeting follow-through; document interactions accurately in the CRM.
• Coordinate onboarding with Operations to ensure a smooth client experience and timely completion of paperwork and account activity.
• Deliver comprehensive planning, tax, and investment support, including projections and estimated payment analyses; prepare tax returns and related filings across individual, trust/estate, partnership, nonprofit, and gift matters (as applicable) under appropriate supervision.
• Review and summarize estate planning documents and coordinate follow-up with the advisor team and, as needed, outside counsel.
• Collaborate with clients’ outside professionals (attorneys, CPAs, business managers, boards) and interact with third parties (e.g., IRS, Social Security) when directed.
• Provide family office support as applicable: maintain QuickBooks and reconciliations; build reporting packages; execute bill pay; track trust distributions; prepare Crummey notices for ILITs; and monitor loan/payment schedules. Delegate repeatable work to Associates as appropriate while remaining accountable for quality and deadlines.

Apprenticeship & Collaboration

• Apprentice directly with Wealth Advisors and Senior Wealth Advisors through hands-on client work, real-time coaching, and increasing ownership of planning, tax, and investment deliverables.
• Coach and develop Associates and Interns by providing training, feedback, and quality review to build technical skills and sound judgment.
• Collaborate across client teams to maintain continuity, ensure effective handoffs, and deliver a consistent client experience.
• Escalate risks and issues early with clear context, impact, and recommended options.
• Improve how we work by documenting and sharing templates, checklists, and best practices; contribute to initiatives that increase quality, efficiency, and scalability.
• Use technology (including AI-enabled tools) responsibly to increase accuracy and consistency while maintaining confidentiality and compliance.

Professional & Community Engagement

• Build relationships with peers and centers of influence in the industry.
• Participate in firm events and client experiences as needed.
• Maintain a credentialing and continuing-education plan; engage with relevant professional and community organizations.
• Represent Heritage in the local community by living our values and communicating professionally.

QUALIFICATIONS

• Bachelor’s degree required (preferred: accounting or finance).
• 3–5 years of relevant experience in financial planning, tax, accounting, wealth management, or a related field.
• We welcome candidates with non-linear career paths who can demonstrate transferable skills.
• Credential completed or in progress (CPA, CFP, EA, or CFA).
• Demonstrated alignment with Heritage Core Values:
  • Collaboration - Partners across teams to share information, align priorities, and deliver consistently.
  • Intellectual Curiosity - Learns continuously; adopts new tools and best practices; improves how work gets done.
  • Integrity - Exercises discretion with confidential matters and acts ethically in all client interactions.
  • Passion - Brings energy and commitment to client outcomes and to developing teammates.
• Strong proficiency with Microsoft Office (Outlook, Excel, Word, PowerPoint) and Adobe Acrobat; able to learn new systems quickly.
• Excellent written and verbal communication skills; able to communicate priorities, progress, and risks early and clearly.
• Analytical, solutions-oriented problem solver with strong attention to detail and follow-through.
• Able to manage deadlines and peak periods while maintaining quality and clear communication.

Preferred, but not required

• Experience supporting ultra-high-net-worth clients and complex planning needs (e.g., trusts, concentrated stock, business owners, multi-entity structures).
• Exposure to tax preparation or review (individual, trust/estate, partnership, nonprofit, or gift returns).
• Familiarity with CRM and financial planning platforms (or similar systems) and comfort improving workflows with templates, checklists, and automation.
• Experience collaborating with external professionals (CPAs, attorneys, business managers) and coordinating work across multiple stakeholders.

COMPENSATION & BENEFITS

We invest in our people with competitive pay, strong benefits, and meaningful opportunities to learn, grow, and build a long-term career at Heritage.

• Competitive salary and bonus potential, based on experience and performance.
• Comprehensive benefits package, including medical, dental, vision, life, AD&D, and disability insurance.
• 401(k) with profit sharing.
• Partial and/or full financial support for professional development, including certification programs, continuing education, and leadership training.
• Paid time off (vacation, sick leave, holidays) with flexible scheduling and hybrid work options.
• Parental leave and family leave policies.
• Flexible scheduling for appointments and family needs (within client deadlines).
• Access to firm resources, internal planning services, and networking/thought leadership events.