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Flagstaff Phoenix, AZ

1 jobs found in Flagstaff

Heffernan Insurance Brokers
11/24/2025  
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, investment meetings, and other professional networking opportunities.   Conduct regular market research and analysis in all investment markets, with a proven ability to identify...
Heffernan Insurance Brokers Flagstaff, AZ, USA Full Time

 

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