Financial Advisor

Heffernan Financial Services is seeking an experienced Financial Advisor to join its growing team, working with individuals and businesses to meet long-term investment and financial goals.

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
• 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
• Approved by Broker/Dealer background check

Benefits

• Comprehensive benefits package