What are the responsibilities and job description for the Experienced Financial Advisor or Registered Representative position at American Heritage Financial, LLC?
Experienced Financial Advisor or Registered Representative
Tallahassee, FL
Take Over an Existing Book. Grow It. Lead What's Next.
Most advisor opportunities require you to start from scratch.
This one doesn't.
We're hiring an experienced Financial Advisor or Registered Representative into an established Tallahassee office with existing clients, immediate revenue opportunity, and a clear path to leadership.
If you're a proven producer who's tired of spending valuable time on paperwork, operations, and administrative tasks instead of serving clients and growing your practice, this opportunity was built for you.
This is a rare succession-focused opportunity that offers:
✔ Existing book of business ready to be serviced and expanded
✔ Base salary plus uncapped commissions
✔ Full benefits package and 401(k)
✔ Dedicated operational, marketing, onboarding, and applications support
✔ Leadership and long-term growth opportunities
✔ A chance to help shape the future of an established practice
This is not a cold start.
This is not a solo-advisor grind.
This is an opportunity to step into momentum, accelerate growth, and build something lasting.
Why Top Advisors Are Interested
At American Heritage Financial, we believe advisors should spend their time where they create the most value—serving clients, deepening relationships, and growing their business.
That's why we've built the infrastructure to support your success.
You'll have access to:
- Existing clients ready to be serviced and grown
- Immediate production opportunities
- Full American Heritage Financial support:
- Marketing Team
- Applications Team
- Onboarding & Contracting Team
- Operational Infrastructure
· You focus on producing, advising, and growing.
· We handle the backend.
Who Thrives in This Role
This opportunity is ideal for:
- A top producer who wants to spend more time serving clients and less time managing paperwork and operational details.
- A growth-minded leader ready to expand their practice, deepen client relationships, and increase their market presence.
- An entrepreneurial advisor seeking to build long-term enterprise value and elevate their business into higher-net-worth and more sophisticated planning markets.
Additional Growth Opportunities
Qualified advisors may earn access to AHF-funded live events, including:
- Dinner Seminars
- Movie Events
- Educational Workshops
Our dedicated Live Events Team provides support throughout the process, helping you connect with prospective clients, strengthen relationships, and grow your business.
More Than a Production Opportunity
This is a rare, succession-oriented opportunity within a stable, established office.
The upside is directly tied to your production, client impact, and business growth. More than simply writing business, you'll play a meaningful role in shaping the future of the practice while creating lasting value for yourself, your clients, and the next generation of leadership.
You won't just be building your business—you'll be helping build what's next.
The Growth Path
- Step into an existing book and expand it.
- Grow into a key leadership role within the office.
- Increase personal production and client impact.
- Help drive team growth and office success.
- Build long-term enterprise value within an established organization.
What We're Looking For
✔ Proven producer in financial services, insurance, or financial planning
✔ Active Life & Health License required
✔ Series 6, 7, 65, or 66 required (must hold at least one)
✔ Strong closer with a relationship-focused approach
✔ Competitive, growth-oriented, and leadership-minded
✔ Production reports required during the interview process
We’re ready to move quickly.
If you're ready to inherit opportunity instead of creating it from scratch—and you're interested in leading a market rather than simply working in one—we should talk.
Job Types: Full-time, Contract
Pay: $40,000.00 - $60,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Vision insurance
Application Question(s):
- At least one of the following is required: series 7, series 6, series 65, and/or series 66.
Experience:
- insurance and financial planning: 5 years (Required)
License/Certification:
- Series 6 (Preferred)
- Series 7 (Preferred)
- Series 65 (Preferred)
- Series 66 (Preferred)
Work Location: In person
Salary : $40,000 - $60,000