• Financial Advisor

    Heritage Financial Services
    Job Description

    Are you someone who is not fully satisfied in your current career, and looking to change industries? Are you sales-oriented and have great people skills?

    Heritage Financial Services, LLC is currently looking to add advisors to their growing team. We are looking for talented professionals interested in pursuing a career in the financial services industry.

    When clients work with one of our advisors, they are looking for guidance and advice to help lead them to a better financial future. We help our clients answer important life questions such as:

    • “Which assets can I utilize to purchase a home?

    • “Will I be able to pay for my child’s education?”

    • “Am I prepared for retirement?”


    Through fee-based financial planning, we are able to lay out a path for our clients to follow that will help them to achieve their goals. With a boutique wealth management firm, you will have the opportunity to custom tailor plans to meet the varying needs of every client.


    When you join our firm, you are given all of the necessary tools to help you become successful and grow your practice to the best of your ability!

    • You will create a business plan and identify your target markets.
    • You will receive transition financing while accomplishing registrations and licensing requirements such as FINRA 7, 66, as well as the Life & Health exams.
    • You will work alongside the leadership team who will help guide and mentor you along the way.
    • Be a part of a tenured culture that collectively offers hands on support from administrative assistance to technology.
    • Optional Health, Dental, Vision, 401k benefits.
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