Senior Wealth Planning Advisor - Hybrid Role
Heritage Wealth Advisors
Heritage Wealth Advisors seeks a Senior Wealth Planning Associate in Wexford, PA, responsible for delivering exceptional client service and supporting financial planning and tax work. This role demands strong communication skills, a detail-oriented mindset, and the ability to foster client relationships in a hybrid work environment. The position requires a Bachelor’s degree along with 3–5 years of relevant experience, as well as proficiency in Microsoft Office. Opportunities for professional development and a supportive team culture await. #J-18808-Ljbffr Heritage Wealth Advisors
Vacancy posted 1 day ago
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