Client Service Specialist at Heritage Consultants LLC in Sarasota, FL

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:

• Streamline & execute new business processing activities
• Schedule, track & update client implementations
• Generate client reports in Excel, PowerPoint and Word, where appropriate
• Overview of client needs
• Coordinate client action items among self and team members
• Practice oversight
• Client communication and oversight
• Utilize appropriate account opening and CRM software systems
• Contribute and oversee client meeting preparation

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.

• Bachelor’s Degree preferred
• Someone who wants to expand knowledge in the financial planning field
• Licensed preferred – Series 6 or 7, and life insurance.
• Minimum of 1-2 years relevant in-depth experience in a professional industry related work environment
• Must have client service experience
• Strong attention to detail
• Highly organized and great coordination skills
• Proficiency with Microsoft Word, Excel, Power Point
• Excellent communication and writing skills
• Ability to meet deadlines

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: http://www.heritageconsultants.com