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Financial Advisor

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, broker 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. Compensation:
The salary range for this position is $100,000 to $150,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https:
//www.heffins.com/about-us/careers Requirements:
Education - Bachelor's degree in Finance, Economics, Business Administration or related field. 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, as referenced in Heffernan Habits. Heffernan Habits (Expectations):
These are practices that represent our unique employee culture. Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team. Do Good - This is our core. We strive to do good for our clients, our company and our communities. Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day. Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients. Answer The Phone (And Email) - Be available and responsive to clients and colleagues. Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve. Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. Working Conditions:
Work environment may be indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule in order to accommodate clients' schedules. Recommended Skills Active Listening Analytical Attention To Detail Business Administration Business Process Models Certified Financial Planner Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.

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