Job description

Financial Advisor Role

About: CareerConvos LLC, an Executive Recruiting Team, is partnering with a well established Wealth Management Company searching for a highly qualified, proactive, and diverse Financial Advisor to join their rapidly growing team. The ideal candidate is bilingual, has worked extensively with high-net-worth clients, and has 10+ years experience in the Financial Services field. Intrigued? We would love to hear from you!

All applicants must be located within the Pacific Time Zone to be considered for this position.

Responsibilities

• 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 one on one meetings for the Retirement team
• 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

Qualifications

• Must be Located in Pacific Time Zone
• Bachelor’s degree in Finance, Economics, or related field
• CFP, CFA or similar designation preferred
• 10 or more years of Financial Services industry experience
• 10 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!

Job Type: Full-time

Pay: From $150,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Experience:

• Financial Services: 5 years (Required)

Work Location: Remote

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