Top 21 Series 7 Jobs in Flagstaff, Az

Financial Advisor
Heffernan Financial —Flagstaff, AZ
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Registered Representative - State Farm Agent Team Member
Mitchell Smith - State Farm Agent —United States
- $100,000 - $200,000 a year
- Full-time
- Remote
- Business development
- Analysis skills
- Senior level
- Profit sharing
- Disability insurance
Quick Apply
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Workplace Planning Consultant
Empower —United States
- $55,300 - $76,075 a year
- Remote
- Microsoft Excel
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
Retirement Planner
Empower —United States
- $60,000 - $78,000 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
4d

More jobs to discover

Find similar jobs that you might be interested in.

Registered Representative - State Farm Agent Team Member
Mitchell Smith - State Farm Agent —United States
Do not apply unless you have an active Series 6 or 7 license, Series 63 (Series 65 a plus), plus applicable state life, health, and variable products license.
$100,000 - $200,000 a year
Quick Apply

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. Series 7 / 66 ( 63/65 ) (Required). We offer a competitive compensation and benefits package including…
$60,000 - $70,000 a year
Quick Apply
Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for series 7 in flagstaff, az

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

series 7 jobs near flagstaff, az

Financial Advisor

Heffernan Financial
Flagstaff, AZ

Quick Apply

Job Details

Full-time
$100,000 - $150,000 a year

Qualifications

Presentations for conferences or internal meetings
Financial client presentations
Sales presentations

Full Job Description

Description

Heffernan Financial 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

Key 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, investment meetings, and other professional networking opportunities.
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.

Skills, Knowledge and Expertise

Education – Bachelor’s degree in Finance, Economics, Business Administration or related field.
Proven success as a Financial Advisor, including maintaining and growing an existing book of business.
CFP, CFA or similar designation preferred.
Series 7 and 65
2 or more years of Financial Services industry experience.
2 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!

Why Choose Heffernan?

At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.

Heffernan Habits:

These are core values that represent our unique culture.

Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.

The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.

About Heffernan Financial

At Heffernan Financial, we believe financial planning is about more than numbers, it's about helping people achieve their goals and live with greater confidence. As an independent SEC Registered Investment Advisory firm with more than 30 years of experience, we provide trusted guidance to individuals, families, business owners, and retirees as they navigate important financial decisions. Joining Heffernan Financial means becoming part of a team that values integrity, collaboration, and service. We foster a supportive environment where professionals are empowered to build meaningful client relationships, continue growing their expertise, and make a lasting impact. Backed by the strength and values of the Heffernan Group, our team is committed to delivering exceptional client experiences while supporting one another's success, both professionally and personally.

Quick Apply

Refine Your Search

series 7 jobs in flagstaff, az

Financial Advisor

Registered Representative - State Farm Agent Team Member

Financial Coach

Wealth Solutions Advisor

Workplace Planning Consultant

Empower Financial Planner

Retirement Planner

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for series 7 in flagstaff, az

Explore jobs in more locations

Description

Key Responsibilities

Skills, Knowledge and Expertise

Why Choose Heffernan?

About Heffernan Financial

Job Seeker Tools

Employer Tools

Browse

Stay Connected