High-Net-Worth Financial Advisor

Heffernan Insurance Brokers; Flagstaff (AZ); On-site; USD 100,000 - 150,000; Full time

Job summary

Heffernan Financial is seeking an experienced Financial Advisor to join its growing team in Scottsdale, AZ. You will work with individuals and businesses to meet long-term investment goals, with a focus on high-net-worth clients, and drive new business while servicing existing accounts.

The ideal candidate has a deep understanding of investment markets, strong communication skills, and the ability to close sales opportunities. This is a client-focused, growth-oriented role with travel as needed.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• Proven success as a Financial Advisor with existing client book.
• Series 7 and 65 licenses.
• 2+ years in the financial services industry.
• Experience serving high-net-worth clients.

Responsibilities

• Identify, develop, and close sales opportunities for new and existing clients.
• Expand presence in the high-net-worth market through events and meetings.
• Assess market opportunities and recommend investment strategies.
• Monitor accounts and identify new opportunities.
• Travel as necessary to meet clients’ needs.

Skills

Sales

Client relationships

Public speaking

Communication skills

Education

Bachelor’s degree in Finance, Economics, Business Administration

Tools

MS Excel

PowerPoint

Outlook

Job description

Heffernan Financial is seeking an experienced Financial Advisor to join its growing team in Scottsdale, AZ. You will work with individuals and businesses to meet long-term investment goals, with a focus on high-net-worth clients, and drive new business while servicing existing accounts.

The ideal candidate has a deep understanding of investment markets, strong communication skills, and the ability to close sales opportunities. This is a client-focused, growth-oriented role with travel as needed.