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

Heritage at a Glance

$9.2B

Client Invested Assets

This figure speaks to a highly capable team, whose commitment is to advise each client with a custom plan to help meet their financial goals.

*as of 6/30/24

25th

Year In Business

Our growth since 1999 stands as a testament to the quality of our service.

46

Financial Professionals

Our professionals possess a wide range of experience and credentials that allow us to provide a full suite of exceptional financial services.

130

Staff Members

We hire carefully to ensure we are building a team that holds true to our promise to support our clients.

CRN-7210372-102124

Find an Opportunity Today

Phone Number

410.785.0033

Email Address

Who We Are

What We Do

Who We Serve

Our Insights

Contact Us

ABOUT

LOCATIONS

NEWS

CLIENT ACCESS

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

Unless otherwise identified, Associates on this website are registered representatives of Osaic Wealth, Inc. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 

*Associated persons of Osaic Wealth who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. 

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. 

Osaic Wealth Form CRS  

Committed to your success.

CRN-6989278-090524

© 2025 Heritage Financial Consultants, LLC

 

1 The Baltimore Sun’s Top Workplaces awards seek out the region’s best places to work through company nominations and determines the winners based on the results of employee feedback surveys provided by Energage, a company that conducts top workplaces surveys for dozens of news organizations across the country. The employee survey evaluates factors such as the company’s management and leadership, effectiveness, team values, employee engagement, and benefits and compensation. We applied for the award. Neither the advisors nor their parent firm pay a fee to The Baltimore Sun for the nomination, receipt, or promotion of the award. The award was independently granted, and membership in
an organization was not required.

For more information, please visit: https://www.baltimoresun.com/2023/12/07/baltimore-suns-top-workplaces-rankings-for-2023/

2 The Largest Wealth Management Firms in the Baltimore area award is independently produced by the Baltimore Business Journal and is based on the rankings of local Baltimore financial planning firms by the number of registered representatives. Heritage was independently nominated for this award. Neither Heritage nor its parent firm pay a fee to the Baltimore Business Journal for the nomination, receipt, or promotion of the award. The award was independently granted, and membership in an organization was not required.

For more information, please visit: https://www.bizjournals.com/baltimore/subscriber-only/2023/12/01/largest-wealth-management-firms-in-greater-baltimore.html

3 The Top 100 Private Companies in Greater Baltimore award is independently produced by the Baltimore Business Journal. To qualify, a company must have headquarters in Greater Baltimore and submit their previous year’s revenue. The current listing is ranked by 2023 revenue, but also includes 2022 revenue. Heritage was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Business Journal for the nomination, promotion, or receipt of this award. This award was independently granted and a membership in an organization was not required. 

For more information, please visit: https://www.bizjournals.com/baltimore/subscriber-only/2024/08/16/top-100-private-companies-in-greater-baltimore.html