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As a Wealth Advisor at Heritage, you will be crucial in providing comprehensive financial services and exceptional client support. We seek a motivated and analytical self-starter who thrives in a fast-paced environment. Your primary responsibilities will include client relationship management, financial planning, investment management, and tax preparation. With your strong organizational skills and ability to handle multiple projects and deadlines, you will ensure the smooth execution of client requests. Collaborating with internal teams and external professionals, you will create and maintain a solid foundation for our clients financial well-being. If you are a detail-oriented professional with a positive attitude and a passion for delivering outstanding service, we encourage you to apply.

Serving our clients:

Assume existing client relationships from other advisors and serve as the main point of contact for all segments except Family Office. For Family Office clients, serve as the supporting advisor.
Promptly resolve client requests as the first line of response" by either addressing them independently or delegating and monitoring them until completion.
Proactively engage with clients to establish regular meeting and communication schedules.
Attend and actively participate in client meetings. Ensure thorough documentation of all client interactions in Heritage's CRM system. The role in each forum is dependent on the client segment.
Collaborate with the operations team to ensure smooth client onboarding and paperwork processes.
Provide comprehensive financial services, including detailed financial planning, tax preparation, and investment management.
Regularly review clients' estate plans and work with external estate attorneys as needed, ensuring alignment with documented plans.
Engage with the client's other professional team members (attorneys, CPAs, operating business management, boards, etc.) regularly.
Act on behalf of the client when interacting with external third parties (e.g., IRS, Social Security, Commissioner) as required.
Reconcile and maintain client bookkeeping, if applicable, and deliver regular reporting packages.
Calculate and maintain trust distribution schedules.
Prepare annual Crummey notices for clients ILITs and work with beneficiaries to receive applicable signatures.
Monitor payment schedules to/from outstanding loan notes (external or intrafamily).
Prepare a wide range of tax forms (W-2s, 1099s) and tax returns (the 1040s, 1041s, 1065s, 990s, 709s, etc.)the expectation is to prepare, not sign.
Regularly review clients' tax payments, adjusting tax projections as necessary.
Utilize Tamarac Advisor View and E-Money to maintain up-to-date balance sheets and cash flow projections for clients.
Act as a liaison between clients and other advisors or departments (e.g., philanthropy, IA, etc.).
Demonstrate commitment to clients by attending events and staying informed about their interests or causes they hold close).

Apprenticeship and oversight:

Elevate internal or client-facing issues immediately to the Engagement Partner and Director of Client Services.
Apprentice with Engagement Partners to observe and learn from those with vast industry experience and historical client knowledge.
Collaborate closely with the Engagement Partner to ensure a two-way transfer of information and a focus on outstanding client service.
Train, educate, and supervise associates to ensure understanding of client situations, product offerings, software, and process and procedures.
Exhibit a commitment to knowledge sharing through learning opportunities and collaboration, specifically regarding the UHNW space.
Serve on Heritage task forces to improve the firm's overall efficiency, function, and growth.

Engage with the community:

Network with other professionals.
Attending firm and community events.
Join professional organizations.
Proactively seek speaking engagements.
Identify opportunities for new Heritage clients.
Serve as an ambassador of Heritage in the local community by professionally representing us & living our values.

Requirements

Bachelor's degree required.
CFP, CFA, CPA, or EA designation.
3-5 years of experience.
Live the Heritage Core Values:
- Collaboration: Collaboration with internal teams is essential to deliver comprehensive financial services.
- Intellectual Curiosity: A commitment to ongoing learning and professional development is crucial in this ever-evolving industry.
- Integrity: Upholding the highest standards of integrity and ethical conduct is essential when handling clients' financial matters.
- Passion: Demonstrated passion for the financial industry and a genuine desire to help clients achieve their financial goals.
Advanced user of Microsoft Office products, including Outlook, Excel, Word, and PowerPoint.
Advanced user of Adobe Acrobat.
Excellent communication skills: Strong verbal and written communication skills are essential for effectively interacting with clients, colleagues, and external professionals.
Strong problem-solving abilities: The Wealth Advisor should possess strong analytical and problem-solving skills to assess clients' financial situations, identify opportunities, and develop tailored solutions.
Client-focused mindset: A client-centric approach is vital in understanding clients' unique needs, goals, and risk tolerance.
Attention to detail: Meticulous attention to detail is crucial to ensure accuracy and compliance in financial planning and tax preparation.
Strong organizational skills: Excellent organizational abilities are necessary to manage multiple client relationships, deadlines, and projects.

Benefits

Salary and bonus potential, based on experience.
Attractive parental leave programs, including the ability to design your plan.
Benefits include life and disability insurance, health care, dental, and 401(k).
We provide financial support for professional accreditation, continuing education requirements, and other professional and leadership development opportunities.
Flexible work arrangements. While learning in person is best, we recognize the unpredictability of life and support a flexible structure to allow our people to show up at their best whenever needed.
We provide upward growth potential, including outlined career paths or the ability to specialize in our multiple service offerings.

Heritage Wealth Advisors is a Registered Investment Advisor (RIA). We are a fiduciary and deliver investment and consulting services to clients on a fee-only basis. We serve both regional and national clients. Our comprehensive service model integrates investment management, financial planning, tax planning and preparation, and charitable giving to help our clients reach their life goals and live their lives fully. For more information on Heritage, please visit our website at (link removed)(link removed)>

Heritage Wealth Advisors

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