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Senior Wealth Planner & Tax Specialist
Job in
Reading, Berks County, Pennsylvania, 19610, USA
Listed on 2026-05-31
Listing for:
Heritage Wealth Advisors, LLC
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Analyst
Job Description & How to Apply Below
Heritage Wealth Advisors, LLC in Wexford, PA seeks a Senior Wealth Planning Associate to enhance our financial planning and tax platform. This full-time position requires strong communication, analytical, and collaboration skills as the role supports client relationships and interactions with outside professionals.
The successful candidate will collaborate with advisors, prepare for client meetings, and assist in delivering comprehensive planning and tax work. Strong attention to detail and a commitment to client outcomes are essential.
The role offers a hybrid working model and opportunities for professional growth in a dynamic environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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