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    "requisitionDescription": "<div><div><p style=\"margin-left:0in;\" data-pasted=\"true\"><strong>Position:&nbsp;</strong>Wealth Planning Associate</p><p style=\"margin-left:0in;\"><strong>Location:&nbsp;</strong>Wexford, PA</p><p style=\"margin-left:0in;\"><strong>Reports To:&nbsp;</strong>Director of Financial Planning &amp; Tax</p><p style=\"margin-left:0in;\"><strong>Department:&nbsp;</strong>Financial Planning and Tax</p><p style=\"margin-left:0in;\"><strong>Status:&nbsp;</strong>Full-Time | Hybrid Work Environment</p><p style=\"margin-left:0in;\"><strong>Hybrid expectation:</strong> Typically 4 days/week in-office in Wexford (flexible based on role needs and training).</p><p style=\"margin-left:0in;\"><strong>FIRM OVERVIEW</strong></p><p style=\"margin-left:0in;\">Heritage Wealth Advisors is an independently owned Registered Investment Advisor (RIA) that specializes as a multi-family office serving ultra-high-net-worth families, individuals, and institutions. We are dedicated to protecting, growing, and sustaining wealth across generations through deeply personalized, long-term strategies. Our comprehensive services span six financial pillars: Family Office, Financial Planning, Investment Management, Tax Planning, Philanthropy, and Institutions.</p><p style=\"margin-left:0in;\">Founded in 2005, Heritage is rooted in enduring relationships and guided by a multi-generational mindset. With offices in Richmond, VA, Charlottesville, VA, and Pittsburgh, PA, we deliver thoughtful guidance and fiduciary care through every phase of life and legacy.</p><p style=\"margin-left:0in;\"><strong>ROLE SUMMARY</strong></p><p style=\"margin-left:0in;\">The Wealth Planning Associate supports Wealth Advisors and Senior Wealth Advisors in delivering exceptional client service across financial planning, tax, and investment-related workflows. The role combines hands-on execution (meeting prep, follow-through, and documentation) with structured learning to build technical and operational expertise over time.</p><p style=\"margin-left:0in;\">This is a growth-oriented role with increasing responsibility, supported by training, feedback, and evolving technology-enabled workflows. The Wealth Planning Associate reports to the Director of Financial Planning &amp; Tax and partners with cross-functional teams to help execute client deliverables consistently and on time.</p><p style=\"margin-left:0in;\"><strong>WHO WILL THRIVE HERE</strong></p><p style=\"margin-left:0in;\">You:</p><ul style=\"list-style-type: disc;margin-left: 0in;\"><li>Communicate early and clearly&mdash;especially when priorities shift or deadlines are at risk.</li><li>Own the details, and know when to escalate and when to ask for guidance.</li><li>Bring a calm, professional presence with clients and teammates, and handle sensitive information with discretion and sound judgment.</li><li>Learn new tools and workflows (including AI-enabled tools) and share practical tips that make the team more effective.</li></ul><p style=\"margin-left:0in;\"><strong>RESPONSIBILITIES</strong></p><p style=\"margin-left:0in;\"><em>Financial Planning, Tax and Client Service</em></p><p style=\"margin-left:0in;\">Priorities are driven by client deadlines and advisor direction. You&rsquo;ll start with meeting prep/follow-through, documentation, and core client-service execution; over time you&rsquo;ll take on deeper planning, tax, and (where applicable) family office work as you build proficiency.</p><ul style=\"list-style-type: disc;margin-left: 0in;\"><li>Client service &amp; advisor support: partner with advisors across a shared coverage model and dedicated client teams; stay current on client priorities; drive client requests to resolution.</li><li>Client meetings: prepare materials and follow-up items; attend/shadow meetings as needed; capture notes and document client interactions thoroughly in the CRM.</li><li>Onboarding &amp; coordination: partner with Operations to ensure smooth onboarding, paperwork completion, and timely processing.</li><li>Financial planning &amp; analysis (scope expands over time): support planning deliverables, including balance sheets and cash flow projections using Tamarac Advisor View and eMoney; assist with review and summarization of estate planning documents.</li><li>Tax support (scope expands over time): assist with preparation of common tax forms and returns (e.g., W-2/1099, 1040, 1041, 1065, 990, 709) and tax projections/estimated payments. You will prepare (not sign) tax returns. During peak tax periods, workload may increase; we plan ahead as a team and communicate priorities clearly.</li><li>Family office support (as applicable): support QuickBooks bookkeeping and reporting packages; perform bill pay; maintain trust distribution schedules; track loan and payment schedules (external or intrafamily), and coordinate next steps with advisors.</li></ul><p style=\"margin-left:0in;\"><em>Apprenticeship &amp; Collaboration</em></p><ul style=\"list-style-type: disc;margin-left: 0in;\"><li>Apprentice with advisors and the Senior Wealth Planning Associate to leverage historical client knowledge and build strong judgment.</li><li>Collaborate across client teams to keep information flowing and deliver a consistent client experience.</li><li>Experiment with new technology (including AI tools) to improve accuracy, speed, and consistency&mdash;while maintaining confidentiality and quality standards.</li><li>Document and share efficient workflows (templates, checklists, prompts, best practices) so the team benefits from what you learn.</li><li>Escalate internal or client-facing issues early with clear context and proposed options to the Wealth Advisor or Senior Wealth Advisor.</li><li>Contribute to internal initiatives (task forces) that improve firm efficiency, quality, and growth; help train/supervise interns as needed.</li></ul><p style=\"margin-left:0in;\"><em>Professional &amp; Community Engagement</em></p><ul style=\"list-style-type: disc;margin-left: 0in;\"><li>Network with peers in the industry</li><li>Attend firm events</li><li>Develop a credentialing plan and engage with relevant professional and community organizations</li><li>Serve as a Heritage ambassador in the local community by professionally representing the firm and living our values</li></ul><p style=\"margin-left:0in;\"><strong>QUALIFICATIONS</strong></p><ul style=\"list-style-type: disc;margin-left: 0in;\"><li>A bachelor&#39;s degree is required, preferably in accounting or finance.</li><li>1-3 years of relevant or transferable experience.</li><li>Existing plan or desire to pursue certification. Preferred credentials for pursuit include Certified Public Accountant (CPA), Certified Financial Planner (CFP), Enrolled Agent (EA), or Chartered Financial Analyst (CFA).</li><li>Demonstrated alignment with Heritage Core Values:<ul style=\"list-style-type: circle;\"><li><strong>Collaboration -</strong> Partners across teams to share information, align priorities, and deliver consistently.</li><li><strong>Intellectual Curiosity -</strong> Learns continuously; embraces new tools and best practices.</li><li><strong>Integrity -</strong> Exercises sound judgment and discretion with confidential matters.</li><li><strong>Passion -</strong> Brings energy and commitment to helping clients achieve their goals.</li></ul></li><li>Proficiency with Microsoft Office (Outlook, Excel, Word, PowerPoint) and Adobe Acrobat, or willingness to learn quickly.</li><li>Clear written and verbal communication skills, including strong listening and the ability to communicate progress, priorities, and risks early.</li><li>Analytical and learning-oriented: able to analyze and synthesize information, learn technical concepts and firm processes, and seek guidance appropriately.</li><li>Execution mindset: strong attention to detail, organization, and ability to balance quality and pace to meet deadlines (including during peak periods).</li></ul><p style=\"margin-left:0in;\"><strong>COMPENSATION &amp; BENEFITS</strong></p><ul type=\"disc\"><li>Competitive salary and bonus potential, based on experience and performance.</li><li>Comprehensive benefits package, including medical, dental, vision, life, AD&amp;D, and disability insurance.</li><li>401(k) with profit sharing.</li><li>Partial and/or full financial support for professional development, including certification programs, continuing education, and leadership training.</li><li>Paid time off (vacation, sick leave, holidays) with flexible scheduling and hybrid work options.</li><li>Parental leave and family leave policies.</li><li>Access to firm resources, internal planning services, and networking / thought leadership events.</li></ul></div></div>\n",
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