High-Net-Worth Financial Advisor

Heffernan Financial; Flagstaff (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

Heffernan Financial is seeking an experienced Financial Advisor to join our team in Scottsdale, AZ. You will work with individuals and businesses to meet long-term investment goals and identify investment solutions to fit client needs.

This is a sales-focused role that drives new business while servicing existing client groups. The ideal candidate will have strong communication, presentation skills, and a proven ability to grow relationships with high-net-worth clients.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration or related field.
• CFP, CFA or similar designation preferred.
• Series 7 and 65 licenses required.
• 2+ years of Financial Services industry experience.
• 2+ years of experience with high-net-worth clients.

Responsibilities

• Identify, develop, and close sales opportunities for new and existing clients.
• Expand presence in the high-net-worth market and represent the business at events.
• Conduct market research to identify stocks, bonds, and funds for clients.
• Assess client needs and goals for short and long terms.
• Recommend and execute investment strategies for clients.
• Monitor accounts and identify new opportunities.
• Travel as necessary to meet client needs.

Skills

Proven track record

Public speaking

Effective communication

Leadership

Attention to detail

Problem solving

Education

Bachelor’s degree in Finance, Economics, Business Administration or related field

Tools

Series 7

Series 65

Microsoft Excel

Job description

Heffernan Financial is seeking an experienced Financial Advisor to join our team in Scottsdale, AZ. You will work with individuals and businesses to meet long-term investment goals and identify investment solutions to fit client needs.

This is a sales-focused role that drives new business while servicing existing client groups. The ideal candidate will have strong communication, presentation skills, and a proven ability to grow relationships with high-net-worth clients.