Financial AdvisorDepartment: Financial Services
Employment Type: Full Time
Location: Scottsdale, AZ
Reporting To: Blake Thibault
Compensation: $100,000 - $150,000 / year
DescriptionHeffernan 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
Key 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.
Skills, Knowledge and Expertise- Education - 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.
- CFP, CFA or similar designation preferred.
- 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!
*The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.
