HNW Wealth Advisor: Growth & Relationships

Heffernan Financial; Flagstaff (AZ); Presencial; USD 60 000 - 100 000; Tempo integral

Resumo da oferta

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.

Qualificações

• Strong communication and presentation skills.
• Ability to grow relationships with high-net-worth clients.

Responsabilidades

• Work with individuals and businesses to meet long-term investment goals.
• Identify investment solutions to fit client needs.
• Sales-focused role that drives new business while servicing existing client groups.

Conhecimentos

Strong communication

Presentation skills

Relationship building with high-net-\n

Descrição da oferta de emprego

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.