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Financial Advisor

Company

Heffernan Insurance Brokers

Location

Flagstaff, United States

Type

Full Time

Objective:  

Heffernan Financial Services 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.

Core Responsibilities Include:  

  • 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...
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