2 jobs found in Flagstaff

Company: Heffernan Financial Position: Client Service Associate Status: Non-Exempt, Regular Full-Time Report To: Wealth Manager Objective: The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients. This individual helps prepare detailed financial plans, conduct portfolio reviews, and develop client meeting materials—ensuring a consistent, high-quality experience for every client household served. Responsibilities Include: Client Meeting Preparation & Follow-Up Prepare and update client financial plans, portfolio reports, and presentation materials using firm software tools. Review client files, recent activities, and relevant updates before meetings. Attend specific client meetings and help with meeting notes, follow-ups, and documentation. Draft post-meeting action plans and ensure follow-up items are completed promptly in coordination with the Client...

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, investment meetings, and other professional networking opportunities.   Conduct regular market research and analysis in all investment markets, with a proven ability to identify...