Financial Advisor

Heffernan Insurance Brokers

Financial Advisor working with individuals and businesses on investment and financial goals. Driving new business development and servicing existing client groups in a hybrid environment.

Posted 7/27/2026full-timeScottsdale • Arizona • 🇺🇸 United StatesJuniorMid-Level💰 $100,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial advising with a focus on high-net-worth clients, utilizing strong analytical skills to recommend and execute tailored investment strategies. Proficient in client relationship management and effective communication to drive business growth and client satisfaction.

Highest-signal resume keywords

Financial Advisory ExperienceHigh-Net-Worth Client ManagementCFP, CFA, or Similar DesignationSeries 7 and 65Advanced Microsoft Suite Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Strategy ExecutionMarket Research and AnalysisStock, Bond, and Fund IdentificationClient Needs AssessmentAccount Monitoring

Soft Skills

Effective CommunicationCollaboration SkillsListening SkillsPublic SpeakingLeadership Qualities

Tools & Technologies

Microsoft OutlookMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint

Certifications & Qualifications

CFPCFASeries 7Series 65

Industry Keywords

Financial ServicesHigh-Net-Worth MarketClient ServiceBroker/Dealer Background CheckProfessional Networking

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Education – 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.
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!

Benefits

Comp & perks

At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique.
We’re proud of our strong commitment to philanthropy and giving back.
Comprehensive benefits package designed to promote well-being, growth, and long-term success.