Independent Insurance Advisor / Financial AdvisorBuild Your Practice. Expand Into Wealth Management. Own Your Future.
Heritage Capital Partners is an independent financial planning and insurance firm that is expanding through the acquisition of a Registered Investment Advisory (RIA) firm serving approximately $100 million in client assets.
We're looking for independent insurance agents, financial advisors, and relationship-driven professionals who want more than just another agency contract.
Our model is designed for producers who want the freedom to build their own business while expanding beyond insurance into comprehensive wealth management, retirement planning, investment advisory services, and advanced planning strategies.
Insurance is not the end goal—it's the foundation for becoming a complete financial advisor.
Who We're Looking For
We're interested in professionals who already have experience developing client relationships, including:
- Independent insurance agents
- Financial advisors
- Investment Advisor Representatives (IARs)
- Producers looking to leave captive organizations
- Bank or credit union advisors
- Agricultural and rural financial professionals
- Estate planning or business planning professionals
- Experienced sales professionals who thrive on relationships
Whether you're already licensed or looking to expand your licenses, we'll help build the next phase of your career.
What Makes Heritage Different
Unlike traditional insurance agencies, we're creating an integrated financial planning firm where advisors can help clients with:
- Investment Management
- Retirement Planning
- Estate & Legacy Planning
- Tax-Efficient Strategies
- Insurance Planning
- Business Succession Planning
- Agricultural & Landowner Planning
- Alternative Investment Solutions
- Family Wealth Transfer
You'll have the opportunity to build recurring advisory revenue in addition to traditional insurance commissions.
What You'll Do
Develop long-term relationships with individuals, families, business owners, farmers, and ranchers.
Help clients navigate:
- Retirement planning
- Investment management
- Wealth preservation
- Income planning
- Insurance protection
- Estate strategies
- Business succession
- Tax-efficient accumulation and distribution
Work collaboratively with specialists when appropriate while continuing to own your client relationships.
What We're Looking For
We're seeking professionals who:
- Have experience in financial services, insurance, investments, banking, or relationship-based sales
- Want to build an independent practice—not simply work for someone else
- Value integrity and fiduciary advice
- Enjoy helping clients solve complex financial challenges
- Have strong communication and relationship-building skills
- Are self-motivated entrepreneurs
Current insurance or securities licensing is preferred but not required for the right candidate.
Why Advisors Join Us
- Independent business model
- Access to multiple insurance carriers
- Investment advisory platform
- Existing RIA infrastructure
- Mentorship and advisor development
- Marketing support
- Advanced planning resources
- Client acquisition systems
- Flexibility to build your own brand within our platform
- Opportunity to develop recurring advisory revenue
Compensation
- Highly competitive commission structure
- Advisory fee revenue opportunities
- Residual income
- Ownership-minded culture
- Unlimited earning potential
- Full-time or part-time flexibility
Preferred Qualifications
- 2+ years of financial services, insurance, banking, or sales experience
- Life & Health License preferred
- Securities licenses (Series 65, 66, 7, etc.) are a plus
- Strong networking and relationship development skills
- Entrepreneurial mindset
Ideal Candidate
This position is designed for professionals who are asking:
- "How do I become independent?"
- "How do I offer investments instead of only insurance?"
- "How do I build enterprise value instead of just earning commissions?"
- "How do I create recurring income?"
- "How do I build something I actually own?"
If those questions resonate with you, we'd like to have a conversation.
Job Type
Compensation
Performance-based with commission, advisory revenue opportunities, and long-term residual income.
Job Types: Full-time, Part-time
Pay: $25,000.00 - $150,000.00 per year
Benefits:
- Flexible schedule
- Life insurance
- Professional development assistance
Application Question(s):
- This job requires you to have licensure for either insurance or securities. Do you meet this requirement?
- This position requires you to be an independent producer. Are you able to meet this requirement?
Experience:
- Finance: 2 years (Preferred)
Work Location: Remote
