Sarasota, Florida, United States · Hybrid
Registered Assistant – Financial Planning Firm Heritage Financial Consultants, a successful wealth management and financial planning firm, has an exciting opportunity for someone to join one of the partner’s teams in the…
Skills: Client Service, Financial Planning, CRM Software, Microsoft Word, Microsoft Excel
Sarasota, Florida, United States • Hybrid
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The role involves overseeing processes and systems to provide high-quality client support and experience. Key tasks include streamlining new business processing, generating client reports, and coordinating meeting preparations.
Candidates should have 1-2 years of relevant professional experience in client service and proficiency in Microsoft Office. A bachelor's degree and industry licenses such as Series 6 or 7 are preferred.
Registered Assistant – Financial Planning Firm
Heritage Financial Consultants, a successful wealth management and financial planning firm, has an exciting opportunity for someone to join one of the partner’s teams in the Sarasota, FL Office. The goal is for the candidate to quickly become an integral member of the team, overseeing processes and systems while serving as the first line of client support to ensure consistent, high-quality client experience in every category.
Key Responsibilities:
This non-selling position is full-time, offers flexibility for partial remote work after one year, is compensated with a competitive base salary, and will be eligible for a bonus structure with attractive overall benefits package as described below. The role will also cover costs for education pursuing defined industry related licenses and/or designations, where beneficial to the position.
About Heritage
Heritage Financial Consultants has over $10.5 billion in client invested assets (as of 12/31/2024) and provides customized financial planning to meet the needs of families, individuals, and businesses. Founded in 1999, Heritage has 13 offices across Maryland, New Jersey, Delaware, Virginia, Indiana, Ohio, and Florida and is consistently recognized for being a top financial planning firm and workplace in the Baltimore area where the organization is headquartered. Heritage Financial Consultants was named a “Top Workplace” by the Baltimore Sun Media Group on 12/7/2023 for the year 20231. The firm has received this recognition 6 times, in 2017, 2018, 2019, 2020, 2022, and 2023. In 2024 Heritage Financial Consultants was also named a "Largest Wealth Management Firm2" in the Greater Baltimore Area, ranked as one of the “Fastest Growing Companies in the Baltimore Region3” and in the “Top 100 Private Companies in Greater Baltimore4” by the Baltimore Business Journal. Heritage has also been named a “5-Star Wealth Management5” Team by InvestmentNews in 2025. For more information please visit: www.heritageconsultants.com
Committed to your success.
Heritage Financial Consultants is a financial planning firm, committed to serving as stewards of wealth for our clients nationwide. Our priority is to provide exceptional service, helping our clients evaluate and address all aspects of their finances and protecting and growing their wealth in line with their personal values and goals. Our highly educated advisors possess key licenses that speak to their ability to provide professional guidance, and together, our team is knowledgeable, trustworthy, and attentive to the needs of all of our clients. Leveraging our team's expertise, we approach the financial marketplace with a fresh perspective to identify opportunities and solutions that are innovative, flexible, risk-managed, objective, and effective. We proactively engage with our clients' full team of trusted advisors to enhance our strategies and strengthen our plans for each unique situation and to help ensure that all of their needs are being met. We also conduct regular, face-to-face meetings to ensure that their plan aligns with their lifestyle and addresses any relevant changes to laws or regulations. We take pride in cultivating meaningful relationships and building and executing holistic financial plans that positively impact our clients' lives over the long term. 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.
Offices: 307 International Circle, Suite 390, Hunt Valley, Maryland 21030, US · 2036 Foulk Road, Suite 104, Wilmington, Delaware 19810, US · 147 Main Street, P.O. Box 40, Preston, Maryland 21655, US · 9100 S Dadeland Blvd, Suite 300, Miami, Florida 33156, US · 999 Vanderbilt Beach Rd, 200, Naples, Florida 34108, US
Committed to your success.
Heritage Financial Consultants is a financial planning firm, committed to serving as stewards of wealth for our clients nationwide. Our priority is to provide exceptional service, helping our clients evaluate and address all aspects of their finances and protecting and growing their wealth in line with their personal values and goals. Our highly educated advisors possess key licenses that speak to their ability to provide professional guidance, and together, our team is knowledgeable, trustworthy, and attentive to the needs of all of our clients. Leveraging our team's expertise, we approach the financial marketplace with a fresh perspective to identify opportunities and solutions that are innovative, flexible, risk-managed, objective, and effective. We proactively engage with our clients' full team of trusted advisors to enhance our strategies and strengthen our plans for each unique situation and to help ensure that all of their needs are being met. We also conduct regular, face-to-face meetings to ensure that their plan aligns with their lifestyle and addresses any relevant changes to laws or regulations. We take pride in cultivating meaningful relationships and building and executing holistic financial plans that positively impact our clients' lives over the long term. 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.
Offices: 307 International Circle, Suite 390, Hunt Valley, Maryland 21030, US · 2036 Foulk Road, Suite 104, Wilmington, Delaware 19810, US · 147 Main Street, P.O. Box 40, Preston, Maryland 21655, US · 9100 S Dadeland Blvd, Suite 300, Miami, Florida 33156, US · 999 Vanderbilt Beach Rd, 200, Naples, Florida 34108, US
