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Financial Advisor Job in Omaha, Nebraska : NE

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Financial Advisor

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Heritage Financial Services
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Financial Advisor Job Description

Build your independent advisory business surrounded by a team and a professional culture.

We believe that everyone deserves a good advisor, and our advisors work hard to ensure we are reaching those who need our help. This is no easy task, but those who are selected and successful realize a rewarding career both interpersonally, socially, and financially.

As a financial advisor with Heritage Financial Services, you’re ready to join a strong team and take control of your business. With our hybrid structure that provides independence and support, you will have:

  • Ownership of your business
  • Freedom to sell across multiple business lines
  • Marketing support
  • Competitive payout
  • Strong financial partner

Experienced Advisors

Our independent platform provides the support you need to be competitive. We offer financing programs and assistance to make the transition easier. With no proprietary product quotas, we allow our advisors to be client-centric. Our focus on serving the customized needs of our advisors and clients sets us apart.  

Career Changers

Dare to live differently and try something new? If you want to have an impact and help others achieve financial freedom, consider becoming a financial advisor with Heritage Financial Services. This career offers the opportunity to own your own book of business, which allows the independence and flexibility that accompanies it. 



  • Bachelor’s Degree
  • 3+ years of financial services, consulting, advisory, or sales experience
  • Ideally Series 7, 66 and state life & health insurance licensed
  • Advanced designations such as CFP, CLU, ChFC®, CFA, CPA a plus
  • Team-player, successful attitude, and value driven ethics

As part of our relationship with Securian Financial Services, Inc., we strive to deliver an exceptional client experience every time. In addition to local resources, Securian Financial Services, Inc. offers support in several areas including investment research, comprehensive financial planning, practice development consulting, advanced case design, marketing, technology, business transition, leadership development, and succession strategies.  

Heritage Financial Services is independently owned and operated.

1010 S. 20th St Suite 200, Omaha, Ne 68154. 

Securities and Investment Advisory Services Offered through Securian Financial Services, Inc.

  • Member FINRA/SIPC.  TR3118919DOFU6/2020

Omaha Financial Advisor Job

Financial Advisor Job Requirements

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