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Lead Investment Strategist — Research & Client Advisory
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-09-02
Listing for:
Heritage Wealth Advisors
Full Time
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Heritage Wealth Advisors in Richmond, Virginia is seeking a Senior Investment Strategist to lead investment research, shape portfolio strategy, and advise sophisticated families and institutions. This full-time role combines research, client engagement, and strategy development within a leading investment platform.
The position emphasizes translating complex investment thinking into clear client guidance, collaborating across the firm, and mentoring investment professionals.
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