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  (402) 379-1811   cknake@heritagefin.net

Heritage Financial Services, LLC

Heritage Financial Services, LLC

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  3. Career Opportunities

Career Opportunities

Now hiring for a Financial Services Representative

Responsibilities:

Primary duties will be servicing an existing block of retirement plan businesses.  You will work with Individuals to assess their financial needs, develop strategies for them to pursue their financial goals, and then help implement those recommendations by offering the appropriate financial products or services.  You will work with an existing client base and experienced advisor to develop your practice.

Requirements:

  • Life & Health Insurance License, or obtained 3-9 months after hire
  • FINRA Series 7 & 66 (or Series 63/65), or obtained 3-9 months after hire
  • Financial services background preferred
  • Sales experience helpful

Resumes can be sent to:

Heritage Financial Services
314 N 5th St., Suite 400 Norfolk, NE 68701
402-379-1811
or emailed to cknake@heritagefin.net

Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Heritage Financial Services is independently owned and operated.

434992 DFU: 12/11

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Contact info

  •   314 North 5th Street, Norfolk, Nebraska 68701
  •   (402) 379-1811
  •   cknake@heritagefin.net

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Heritage Financial Services is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Heritage Financial Services are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Heritage Financial Services are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 1814948 DOFU 06/2017

 

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