Financial Advisor
Heffernan Insurance BrokersFlagstaff, Arizona, United States
Posted November 24, 2025
100000 - 150000 USD year
Full Time
About the Company
Heffernan Financial Services is a company that values its unique employee culture and strives to do good for its clients, community, and planet.
Job Description
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
