Careers – Students and Graduates
Students and Graduates
Launch your career by working with a Heritage Financial Professional.
I want to know more.
410.785.0033
Explore internship opportunities for growth in an environment that fosters collaboration, learning, and professional development.
Minimum Qualifications
Education
- A Finance or Economics major with an interest in pursuing the financial planning field as a career
Experience
- Experience or demonstrated competencies necessary to work in a team environment
- Possess and display excellent verbal and written communication skills with ability to convey information in a clear, focused, and concise manner
Skills
- Demonstrated computer proficiency and creativity
- Ability to handle confidential matters and information
What Heritage Can Offer
Compensation
Heritage offers paid internship opportunities.
Professional Development
Access to training sessions and real-world knowledge by working directly with financial planners on client cases.
Career Advancement
Internships can often lead to full-time job offers or help boost your resume for future opportunities.
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
Let’s get started
Heritage Financial Consultants is an Equal Opportunity Employer
Who We Are
What We Do
Who We Serve
Our Insights
Contact Us
ABOUT
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Katherine Armstrong CA Insurance License #4317524, Regina Beatty CA Insurance License #1811881, Richard Grace CA Insurance License #4066938, Julian Grubbs CA Insurance License #4373155, Brian Horn CA Insurance License #0F01680, John McCarthy CA Insurance License #0D85649, Art McGonigal Jr CA Insurance License #0B66096, Artie McGonigal III CA Insurance License #4302122, Marc Neumann CA Insurance License #0F19982, Elizabeth Paal Goss CA Insurance License #4316724, Christopher Portner CA Insurance License #2123682, Stacey Spedden-Irrgang CA Insurance License #4047232, Jay Spies CA Insurance License #0198536.
Jay Spies AR Insurance License #13949343.
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 FA, Inc. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
*Associated persons of Osaic FA who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.
Osaic FA, 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.
See Osaic FA’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FA’s Forms ADV, Part 2A, which describe Osaic FA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FA’s broker-dealer services, and other client disclosure documents can be found here.
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