Senior Financial Advisor — High-Net-Worth Growth

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

Benefits offered by this job

Comprehensive benefits package

Annual bonus program

Job summary

Heffernan Insurance Brokers in Scottsdale, AZ is looking for a motivated Financial Advisor to join their financial services team. The ideal candidate will have proven success in managing a diverse portfolio and will conduct market research to recommend and execute investment strategies for clients.

Responsibilities include identifying sales opportunities and expanding Heffernan’s presence in the high-net-worth market. Candidates should have a Bachelor’s degree and at least 2 years of Financial Services experience.

Qualifications

• 2 or more years of Financial Services industry experience.
• 2 or more years of experience with high‑net‑worth clients.
• Must maintain a positive attitude and sense of humor.

Responsibilities

• Identify, develop, and close sales opportunities for both new clients.
• Conduct regular market research and analysis in all investment markets.
• Recommend and execute investment strategies for clients.

Skills

Proven success as a Financial Advisor

Effective communication skills

Advanced Microsoft Suite skills

Leadership qualities

Education

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

Tools

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Microsoft Word

Job description

Heffernan Insurance Brokers in Scottsdale, AZ is looking for a motivated Financial Advisor to join their financial services team. The ideal candidate will have proven success in managing a diverse portfolio and will conduct market research to recommend and execute investment strategies for clients.

Responsibilities include identifying sales opportunities and expanding Heffernan’s presence in the high-net-worth market. Candidates should have a Bachelor’s degree and at least 2 years of Financial Services experience.