Experienced Financial Advisor or Registered Representative

American Heritage Financial, LLC in Tallahassee offers a client-centered, independent-feeling practice embedded in an established organization. This on-site contract role provides a base salary of USD 40,000 to 60,000 per year, with uncapped production-based income, and a comprehensive benefits package designed to support long-term success.

Benefits and culture

• Competitive base salary: USD 40,000 – 60,000 per year.
• Uncapped production income: commission and growth potential tied to performance.
• Retirement and financial security: 401(k) plan with company matching.
• Health coverage: health and dental insurance.
• Protection for family: life and vision insurance.
• Comprehensive benefits package: robust coverage and support.
• Dedicated support teams: marketing, applications, onboarding, and operations to reduce administrative burden.
• Leadership opportunities: potential for succession and growth within the office.
• Backing of an established organization: resources and stability to sustain client-first planning.

Responsibilities

• Advise clients, generate production, and drive growth within the book of business.
• Enter an existing book and expand it through proactive relationship-building.
• Increase personal production and expand client impact.
• Strengthen relationships with current clients to deepen loyalty and outcomes.
• Progress toward a key leadership role within the office.
• Contribute to office growth and advisor development initiatives.
• Help build long-term enterprise value within an established organization.

Requirements

• Proven producer in financial services, insurance, or financial planning.
• Active Life & Health License required.
• Must hold at least one of Series 6, Series 7, Series 65, or Series 66.
• Strong relationship-building and communication skills.
• Client-focused planning approach.
• Competitive, growth-oriented mindset.
• Production reports required during the interview process.
• Minimum of 5 years of experience in insurance and financial planning.

Growth opportunities and path

• Growth opportunities: Dinner seminars, movie events, educational workshops, and client appreciation events.
• Growth path: step into an existing book of business and expand it; increase production and client impact; strengthen client relationships; grow into a leadership role; drive office growth and advisor development; build long-term enterprise value within an established organization.

Why top advisors choose American Heritage Financial

• Competitive base salary paired with uncapped production income.
• Immediate revenue opportunities from an existing client base.
• Comprehensive benefits package and retirement plan.
• Dedicated operational, marketing, onboarding, and application support.
• Leadership and succession opportunities within a growing practice.
• The stability and backing of an established organization.

Who thrives in this role

• Experienced advisors who value income stability alongside unlimited earnings.
• Producers who want to spend more time serving clients and less time on administrative tasks.
• Growth-minded professionals looking to expand market presence.
• Advisors who embrace a client-first planning philosophy.
• Leaders interested in shaping the future of a growing practice.