our focus is your heritage
careers
your retirement is in good hands
join our team
Joining our team at Heritage Financial means becoming part of a dynamic and supportive work environment where innovation, collaboration, and personal growth are at the forefront. We’re dedicated to fostering a culture of integrity, excellence, and teamwork, providing you with the tools and resources needed to thrive in your career.
Administrative Support Intern
Gain hands-on experience in a professional financial planning environment while supporting our administrative, operational, and marketing functions.
- 25125 West Newberry Road, Newberry, FL 32669
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$15 – $25 an hour
Executive Assistant
The Executive Assistant will work directly with the principle financial advisor and will be responsible for performing a number of administrative duties.
- 25125 West Newberry Road, Newberry, FL 32669
- $40,000 – $60,000 a year – Full-time
Accountant
As part of a holistic financial planning firm, you will play a vital role in ensuring our clients’ financial well-being by providing exceptional accounting and tax-related services.
- 25125 West Newberry Road, Newberry, FL 32669
- Hybrid work
- $40,000 – $60,000 a year – Full-time
