Wealth Planning Associate (Pittsburgh/ Wexford, PA)

About the Role

Wealth Planning Associate – Pittsburgh, PA (Wexford) – Full‑Time | Hybrid

• Support sophisticated client relationships, partnering with Wealth Advisors and Senior Wealth Advisors to understand client priorities, prepare for meetings, execute next steps, and move client needs through resolution.
• Build hands-on planning experience across balance sheets, cash flow projections, estate planning reviews, tax considerations, investments, and other aspects of a family’s financial life.
• Develop tax planning and preparation knowledge, assisting with projections, estimated payments, and preparation of individual, trust, partnership, nonprofit, gift, and related tax returns.
• Participate in client meetings, preparing materials, capturing key decisions and next steps, maintaining accurate CRM records, and taking on greater client interaction as your experience grows.
• Gain exposure to family office work, which may include reporting, bookkeeping review, bill pay, trust distributions, and loan tracking for complex family relationships.
• Coordinate across the advisory team, working with Financial Planning & Tax, Investment Advisory, Operations, Philanthropy, and other specialists to keep client work moving accurately and on time.
• Take ownership of the details, anticipating needs, communicating progress and potential issues early, and following assignments through to completion.
• Build your professional proficiency, learning directly from experienced advisors, pursuing relevant credentials, and taking on increasingly complex planning and client responsibilities.
• Help improve how we work, contributing ideas, technology, and new approaches, including appropriate use of AI-enabled tools, to improve accuracy, efficiency, and the client experience.

Qualifications

• Bachelor’s degree, preferably in accounting, finance, economics, business, or a related field.
• 1–3 years of relevant or transferable professional experience.
• Interest in pursuing a professional designation such as the CFP®, CPA, EA, or CFA.
• Strong analytical skills and an interest in developing technical expertise across financial planning and tax.
• Clear written and verbal communication skills.
• Strong organization, attention to detail, and follow-through.
• Sound judgment and discretion when working with confidential client information.
• Proficiency with Microsoft Office and Adobe Acrobat, with the ability and interest to learn financial planning, CRM, tax, and other technology platforms.

Compensation & Benefits

• The anticipated salary range for this position is $65,000–$75,000, based on experience and capabilities, with additional bonus potential.
• Comprehensive medical, dental, vision, life, AD&D, and disability insurance.
• 401(k) with profit sharing.
• Financial support for professional development, certifications, continuing education, and leadership development.
• Paid vacation, sick leave, and holidays.
• A flexible hybrid work environment.
• Parental and family leave.
• Access to Heritage resources, internal expertise, professional networks, and thought leadership opportunities.

Schedule

Hybrid expectation: typically four days per week in the office, with flexibility based on role needs and training.

About Heritage

Heritage Wealth Advisors is an independently owned Registered Investment Advisor and multi-family office serving ultra-high-net-worth families, individuals, and institutions. Since 2005, we have helped clients protect, grow, share, and sustain wealth across generations. Our work brings together interconnected disciplines: Family Office, Financial Planning, Investment Management, Tax Planning & Compliance, Philanthropy, and Institutions. With offices in Richmond and Charlottesville, Virginia, and Pittsburgh, Pennsylvania, Heritage is built around a collaborative model: specialists working together around the client, with a long-term view of both wealth and legacy.