About this role
Financial Advisor at Heffernan Insurance Brokers. Location: Scottsdale, Arizona, United States. Role: identifying opportunities, closing sales, advising clients Requirements: Bachelor's in finance/business preferred, 2+ years financial services experience, proven book growth, CFP/CFA preferred, Series 7 and 65 required, B/D approval, strong communication and presentation skills, advanced Microsoft Suite. Category: Sales Seniority: Entry Level Tools: Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint Certifications: cfp, cfa, series 7, series 65, b/d approval Commitment: Full Time Workplace: Hybrid Languages: English