Senior Wealth Planning Associate

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Full Time Wexford, PA, US

Position: Senior Wealth Planning Associate

Location: Wexford, PA

Reports To: Director of Financial Planning & Tax

Department: Financial Planning and Tax

Hybrid expectation: Typically 4 days/week in-office in Wexford (flexible based on role needs and training).

Heritage Wealth Advisors is an independently owned Registered Investment Advisor (RIA) that serves ultra-high-net-worth families, individuals, and institutions. As a multi-family office, we help clients protect, grow, and sustain wealth across generations through highly personalized, long‑term strategies. Our services span six pillars:
Family Office, Financial Planning, Investment Management, Tax Planning, Philanthropy, and Institutions.

Founded in 2005, Heritage is built on enduring relationships and a multi-generational mindset. With offices in Richmond, VA, Charlottesville, VA, and Pittsburgh, PA, we deliver fiduciary guidance through every phase of life and legacy. This position is based in our Wexford, PA office.

The Senior Wealth Planning Associate plays a central role in delivering an exceptional client experience and advancing Heritage’s financial planning and tax platform. You will report to the Director of Financial Planning & Tax and work day‑to‑day alongside Wealth Advisors and Senior Wealth Advisors to prepare for client meetings, execute planning and tax deliverables, and support investment and family office work—while also helping to develop Associates and Interns.

In this role, you will collaborate across internal teams and with clients’ outside professionals (e.g., attorneys, CPAs, business managers) to move work forward efficiently and accurately. The right candidate brings strong technical skills, clear communication, sound judgment with confidential information, and a continuous‑improvement mindset.

You’ll thrive here if you:

• Communicate early and clearly, especially when priorities shift or deadlines are at risk.
• Own the details, manage follow‑through, and know when to elevate versus when to propose a solution.
• Bring a calm, professional presence with clients and teammates and handle sensitive information with discretion.
• Enjoy learning new tools and workflows (including AI‑enabled tools) and sharing practical ideas that make the team more effective.
• Value a respectful, collaborative environment where people support one another and do their best work.

Work is prioritized around client needs, deadlines, and advisor direction. You will own significant portions of meeting preparation and follow‑through, deliver planning and tax work with increasing independence, and help develop junior talent. Over time, you will integrate into a set of assigned client relationships to support continuity and growth, with opportunities to develop toward an advisor path.

• Partner with advisors to support client relationships in a team‑based model; anticipate client needs and communicate progress early.
• Lead or support client meeting preparation (by client segment) including data gathering, agenda/materials creation, and post‑meeting follow‑through; document interactions accurately in the CRM.
• Coordinate onboarding with Operations to ensure a smooth client experience and timely completion of paperwork and account activity.
• Deliver comprehensive planning, tax, and investment support, including projections and estimated payment analyses; prepare tax returns and related filings across individual, trust/estate, partnership, nonprofit, and gift matters (as applicable) under appropriate supervision.
• Review and summarize estate planning documents and coordinate follow‑up with the advisor team and, as needed, outside counsel.
• Collaborate with clients’ outside professionals (attorneys, CPAs, business managers, boards) and interact with third parties (e.g., IRS, Social Security) when directed.
• Provide family office support as applicable: maintain Quick…