Senior Wealth Planning Associate
About the role
Heritage Wealth Advisors is seeking a Senior Wealth Planning Associate to help serve ultra-high-net-worth families and institutions across the interconnected areas of financial planning, tax, investments, estate planning, and family office services.Working alongside experienced Wealth Advisors and specialists, you will take meaningful ownership of sophisticated client work, contribute more actively in client relationships, and coordinate with clients’ attorneys, CPAs, business managers, and other professional advisors. You will also help develop Associates and Interns while remaining accountable for the quality and execution of the work you oversee.This is an opportunity for an experienced planning professional who wants to deepen their technical expertise, exercise greater judgment, and continue progressing toward a lead advisory role.
Responsibilities
- Advance client relationships, partnering with Wealth Advisors and Senior Wealth Advisors to understand client priorities, resolve requests, anticipate needs, and assume increasing responsibility within selected relationships.
- Lead preparation and follow-through, owning or supporting client meeting preparation, participating actively in selected meetings, documenting decisions, and ensuring next steps move through completion.
- Deliver integrated planning, developing and maintaining balance sheets, cash flow projections, tax analyses, investment information, and other materials that connect the different areas of a client’s financial life.
- Provide tax planning and preparation, including tax projections, estimated payment analyses, tax forms, and individual, trust, partnership, nonprofit, gift, and related returns; conduct first-level reviews of work prepared