Posted: 17h ago
The role
Heritage Wealth Advisors is seeking a Senior Wealth Planning Associate to deliver exceptional client experiences in Wexford, PA. This full-time role involves collaborating with Wealth Advisors to provide tax and financial planning support. You will need a Bachelor's degree in accounting or finance and 3-5 years of relevant experience.Competitive salary and benefits, including flexible work options and support for professional development are offered, making it a great opportunity for those looking to thrive in a collaborative environment.
#J-18808-Ljbffr
