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Senior Financial Advisor — High-Net-Worth

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Heffernan Insurance Brokers
Full Time position
Listed on 2026-06-27
Job specializations:
  • Finance & Banking
    Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 100000 - 150000 USD Yearly USD 100000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Advisor — High-Net-Worth Growth

Heffernan Insurance Brokers in Scottsdale, AZ is looking for a motivated Financial Advisor to join their financial services team. The ideal candidate will have proven success in managing a diverse portfolio and will conduct market research to recommend and execute investment strategies for clients.

Responsibilities include identifying sales opportunities and expanding Heffernan’s presence in the high-net-worth market. Candidates should have a Bachelor’s degree and at least 2 years of Financial Services experience.

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Position Requirements
10+ Years work experience
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