Financial Advisor
Compensation
$100k – $150k /yr
Employment type
Full-time
Work setting
On-site
Location
Flagstaff, AZ
Schedule
Day shift
Posted
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Job overview
The Financial Advisor is based in Flagstaff, Arizona. The posting does not specify a numeric salary range; it states the role is eligible to participate in an annual bonus program. The advisor supports Heffernan Financial’s work with individuals and businesses pursuing long-term investment and financial goals.
What you'll do
- Develop and close new and existing client opportunities
- build the firm’s high-net-worth presence
- research investment markets
- assess client goals
- recommend and execute investment strategies
- monitor accounts
- support process improvements
- and educate internal client service team members. Travel may be required as needed to meet client needs.
What we're looking for
- Skills & competencies
- financial advisorflagstaff azheffernan financialinvestment strategiesclient relationshipshigh-net-worth clientsfinancial servicesseries 7series 65annual bonus programbachelor’s degreeclient service
- Work arrangement
- Weekend coverage required
Benefits & perks
- Comprehensive benefits package
- the posting does not enumerate specific benefits.
Why this role
The posting requires Series 7 and 65 and prefers CFP, CFA, or a similar designation.
About the employer
Heffernan Financial is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: b2008836-0384-412b-a992-ea9fafde1af8