Job Description
Are you ready to be with a Financial Planning firm that doesn't hold you back? Look no further...
American Heritage Financial is a rapidly expanding financial planning & strategy firm looking to add Financial Advisors in our Pensacola and Fort Walton Beach offices. Now's the time to consider a career with American Heritage Financial. Let AHF work for you!
· Do you take pride in helping people reach personal goals?
· Do you want to own your book of business?
· Do you want to build a business that is lucrative, sustainable and valuable to your customers?
Reasons why you should join our team of financial professionals:
Full Benefits Package (health, dental, vision, disability, and 6% matching 401(k))
Technology Package (client management system, planning tools, and marketing)
Open Architecture platform with access to hundreds of firms’ products
Annualized compensation and daily commissions
Renewals and day one vesting
Lifetime Vesting after 5 years of service
Opportunities for advancement and bonuses
Supported professional development (FINRA Series 6, 7, 63, 65, 24, CFP®, CLU, etc.)
Local decision making
Facilities and local office support provided (no cost to you)
Our Strategy:
We provide our clients with a value-based approach to their financial futures by helping them realize their dreams through solutions sets that both protect and enhance their current and future goals. We give our clients the power to make educated decisions by providing solutions that they value and recognize as needed guidance. It is a true collaboration!
Experience Preferred:
Bachelor’s degree. Insurance & securities licensed or ability to acquire within 6 months.
Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. American Heritage Financial is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.
www.TheAmericanHeritageFinancial.com
About American Heritage Financial
Economic based planning for Individuals, businesses and nonprofits
AHF is a holistic financial planning firm utilizing economic based planning to design investment & protection plans for individuals, a broad suite of services for businesses and their principals, and nonprofits. We have an open architecture platform giving us access to the new and quality products to implement our custom solutions for our clients.
Company Description
We provide our clients with a value-based approach to their financial futures by helping them realize their dreams through solutions sets that both protect and enhance their current and future goals. We give our clients the power to make educated decisions by providing solutions that they value and recognize as needed guidance. It is a true collaboration!