Careers – Experienced Professionals
Experienced Professionals
Join our team of dedicated support staff.
I want to know more.
410.785.0033
Advance your career alongside our committed support professionals in a teamwork-driven environment focused on client success and continuous growth.
Minimum Qualifications
Education
- Bachelor’s Degree preferred
- Someone who wants upward mobility in the financial planning field
- Licensed optional – Series 6 or 7, and life insurance.
Experience
- Minimum of 2-3 years relevant experience in a professional work environment
- Client service experience desired
Skills
- Strong attention to detail
- Highly organized
- Proficiency with Microsoft Word, Excel, Power Point
- Excellent communication and writing skills
- Ability to meet deadlines
What Heritage Can Offer
Competitive Pay Structure
License Reimbursement
Paid Time Off Plan
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This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV, AK, AR, HI, IA, ID, KS, KY, LA, MN, MO, MS, MT, ND, NM, NV, OK, PR, RI, SD, UT, VT, WA, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Heritage Financial Consultants
307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033 F: 410-785-0044
Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
Not all registered representatives with our firm are able to offer advisory services.
Committed to your success.
CRN-6989278-090524
© Heritage Financial Consultants, LLC