Financial Advisor

Heffernan Insurance Brokers•Scottsdale, AZ

5d•Onsite

About The Position

Heffernan Financial is seeking an experienced, driven, and focused Financial Advisor to join its growing team. The Financial Advisor will work with individuals and businesses to meet long-term investment and financial goals. The Financial Advisor will have a deep understanding of investment markets and an ability for identifying investment solutions to meet client needs. This is a sales role, that will help drive and close new business, while servicing existing client groups.

Requirements

Bachelor’s degree in Finance, Economics, Business Administration or related field.
Proven success as a Financial Advisor, including maintaining and growing an existing book of business.
Series 7 and 65
2 or more years of Financial Services industry experience.
2 or more years of experience with high-net-worth clients.
Must be approved by Broker/Dealer background check.
Effective communication and collaboration skills, both written and oral.
Must have excellent listening skills, to thoroughly understand client needs.
Must be confident with public speaking and articulate with presentations.
Leadership qualities, with an ability to effectively educate and sell clientele.
Advanced Microsoft Suite skills, particularly Outlook, Excel, Word, and PowerPoint.
Problem-solving and adept analytical skills, with high attention to detail.
Professional demeanor and behavior required.
Must maintain a positive attitude and sense of humor!

Nice To Haves

CFP, CFA or similar designation preferred.

Responsibilities

Identify, develop, and close sales opportunities for both new clients, as well as with existing client groups.
Expand and help drive Heffernan’s presence in the high-net-worth market, including representation of the business segment at industry events, investment meetings, and other professional networking opportunities.
Conduct regular market research and analysis in all investment markets, with a proven ability to identify appropriate stocks, bonds, and funds based on client needs.
Regularly assess clients’ needs and goals, in both short-term and long-term scenarios.
Recommend and execute investment strategies for clients.
Monitor accounts and identify new opportunities.
Help the Financial Services team streamline processes and procedures as fit, while staying on top of technology trends in the industry.
Help educate and assist with performance of internal Client Service members.
Communicate Heffernan’s brand identity and represent us through professionalism and established Heffernan core values.
Ability to travel as necessary to meet clients’ needs.
Special projects and other duties as assigned.