Heffernan Insurance Brokers · 1 day ago
Financial Advisor
Flagstaff, AZ
Full-time
Hybrid
Entry, Mid Level
$100K/yr - $150K/yr
2+ years expHeffernan Financial Services is seeking an experienced, driven, and focused Financial Advisor to join its growing team. The role involves working with individuals and businesses to meet long-term investment and financial goals, while identifying investment solutions and driving new business opportunities.
FinanceFinancial ServicesInsurance
Hiring Manager
Mabel Downes
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
Qualification
Required
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!
Preferred
CFP, CFA or similar designation preferred
Benefits
Discretionary annual incentive program
Comprehensive benefits package
Company
Heffernan Insurance Brokers
Heffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-07-22Private Equity
Leadership Team
Mike Heffernan
President and CEO
Kate Grasman
CIO
Recent News
2025-12-15
Company data provided by crunchbase