Careers
Heritage Financial Consultants provides comprehensive support and resources for individual and independent financial advisors. Our firm offers cutting-edge technology, and a collaborative environment to help you grow your practice. Benefit from personalized marketing strategies, business development programs, and planning & investment support. Join Heritage Financial Consultants and elevate your career with the tools and expertise needed for lasting success.
Our support staff is an integral part of Heritage’s success – and the success of our clients. From the frontline to behind the scenes, we have extensive experience in financial services.
Launch your career with Heritage Financial Consultants. Explore a range of internship and job opportunities and gain valuable insights by learning from experienced financial advisors in the industry. With us, you’ll find ample opportunities for professional growth.
Heritage Financial Consultants is a highly personalized, close-knit financial professional team committed to exceptional service. We help our clients evaluate and address all aspects of their finances to protect and grow their wealth to align with their values and goals.
Heritage at a Glance
$11.3B
Assets Under Management (AUM)
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 12/31/25
26
Years In Business
Our growth since 1999 stands as a testament to the quality of our service.
52
Financial Professionals
Our professionals possess a wide range of experience and credentials that allow us to provide a full suite of exceptional financial services.
140
Team Members
We hire carefully to ensure we are building a team that holds true to our promise to support our clients.
I want to know more.
Contact us to learn about exciting opportunities for financial professionals, experienced professionals, students and graduates to join our team.
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Katherine Armstrong CA Insurance License #4317524, Paul Baader CA Insurance License #0F61072, Regina Beatty CA Insurance License #1811881, Brian Gracie CA Insurance License # 0E24594, Julian Grubbs CA Insurance License #4373155, Brian Horn CA Insurance License #0F01680, Andrew Horowitz CA Insurance License #4480405, John McCarthy CA Insurance License #0D85649, Marc Neumann CA Insurance License #0F19982, Elizabeth Paal Goss CA Insurance License #4316724, Stacey Spedden-Irrgang CA Insurance License #4047232, Jay Spies CA Insurance License #0I98536.
Jay Spies AR Insurance License #13949343, Paul Baader AR Insurance License #7046113
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.
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.
© Heritage Financial Consultants, LLC