Investment Management Professional

3 weeks ago


Richmond, Virginia, United States Heritage Wealth Advisors, LLC Full time
Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with existing clients, understanding their unique needs, goals, and risk tolerance.
  • Financial Planning: Create personalized financial plans, including detailed financial analysis, budgeting, and investment recommendations.
  • Tax Preparation: Prepare accurate and timely tax returns, including W-2s, 1099s, and other necessary forms.

In addition to these responsibilities, the Wealth Advisor will also be expected to collaborate with internal teams, attend client meetings, and stay up-to-date on industry developments.



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