Senior Financial Advisor – High-Net-Worth Growth

Heffernan Insurance Brokers; Scottsdale (AZ); Presencial; USD 100.000 - 150.000; Jornada completa

Descripción de la vacante

Heffernan Financial is seeking an experienced Financial Advisor to join its Scottsdale team. You will work with individuals and businesses to meet long-term investment goals and identify solutions tailored to client needs. This sales-focused role requires Series 7 and 65, CFP/CFA preferred, and 2+ years of Financial Services experience, including high-net-worth clients.

Travel may be required. Compensation ranges from $100,000 to $150,000 per year, with eligibility for annual bonus programs and

Formación

• Bachelor's degree in Finance, Economics, Business Administration or related field.
• Proven success as a Financial Advisor with existing book of business.
• CFP or CFA designation preferred.
• Series 7 and 65 licenses required.
• 2+ years of Financial Services experience; 2+ years with high-net-worth clients.
• Broker/Dealer background check approval.
• Strong communication and presentation skills.
• Leadership abilities and client education skills.
• Advanced Microsoft Office proficiency.

Responsabilidades

• Identify and close sales opportunities with new and existing clients.
• Expand presence in the high-net-worth market through events and meetings.
• Research markets and recommend stocks, bonds, funds.
• Assess client needs and goals regularly.
• Suggest and implement investment strategies.
• Monitor accounts and identify opportunities.
• Educate Client Service team and represent brand values.
• Travel to meet clients as needed.
• Handle special projects as assigned.

Conocimientos

Financial advisory

CFP/CFA preferred

Series 7/65

HNW clients

Broker check

Communication skills

Public speaking

Leadership

MS Office

Attention to detail

Educación

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

Descripción del empleo

Heffernan Financial is seeking an experienced Financial Advisor to join its Scottsdale team. You will work with individuals and businesses to meet long-term investment goals and identify solutions tailored to client needs. This sales-focused role requires Series 7 and 65, CFP/CFA preferred, and 2+ years of Financial Services experience, including high-net-worth clients.

Travel may be required. Compensation ranges from $100,000 to $150,000 per year, with eligibility for annual bonus programs and