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The Heritage Financial Network Work Values
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Daily Duties at The Heritage Financial Network:
Developed Buinsess Plans and Estate Plans serving between client and other professional advisers. Advised clients on the most cost efficient structures for their businesses, mortgages and estates based on their stated needs, goals, and objectives. Marketed services and programs to individuals and members of the business community. Created and monitored relationships with outside plan administrators for the adminsitration of qualfied and non-qualified plans. Assisted with the development of marketing materials and programs. Reviewed and selected software from outside vendors for use in internal plan administration and retirement account accumulation and distribution. Led firm in establishment in new clients and sales of services in Calendar year 1995. Led firm as largest developer of fee programs in 1995. Established department for the Administration and Consulting of Qualified and Non-Qualified Retirement Plans.
What they like about The Heritage Financial Network:
A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.
Tags
Regional Vice President, Wholesaler, Sales Manager, Business Development, Financial Markets, Wealth Management, Alternative Investments, Series 7, Series 66
Information about The Heritage Financial Network
Company Rank: 2.0 out of 5
Average length of employment : 3 years
Average salary of employees: $58,000
These are some of the questions we asked our climbers about their experiences with The Heritage Financial Network:
| 05| | ||
| Were your performance expectations clearly communicated? | 2.0 |
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| Were you recognized for meeting or exceeding expectations? | 3.0 |
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| Did you feel like your personal contribution was important? | 3.0 |
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| Was your career path clearly outlined and discussed? | 2.0 |
| 03| | ||
| I would recommend this as a place of employment. | 1.0 | |
| I believe in the purpose of this organization. | 2.0 | |
| I would work for this organization again. | 1.0 | |
| I feel employees are fairly compensated. | 2.0 |
