Financial Planner
If you are of highly motivated character and looking to join a vibrant growing company, Hennion & Walsh, Inc. may be the right choice for you.
Overview
Hennion & Walsh is an advocate for the individual investor. We believe in putting the client first. At Hennion & Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies.
We are searching for a highly detail-oriented and organized individual to join our dynamic work force as a Financial Planner. This salaried role supports the Financial Planning Department in ensuring client satisfaction through the financial planning process.
Opportunity
- Completes financial plans making high quality financial recommendations to clients
- Enters data into financial planning software
- Examines client data
- Prepares preliminary financial planning recommendations and review/edit them for accuracy and completeness
- Develops product solutions
- Assists with the financial planning process
- Reviews and interpret insurance and annuity policies, investments, and other financial statements
- Runs Insurance proposal
- Client and prospective client contacts/servicing regarding financial planning issues
Traits/Skills
- Highly attentive to detail, extremely organized and neat
- Outstanding written communication
- Microsoft Excel, Power Point & Word proficiency
- Ability to multi-task / excellent time management
- Upbeat people person willing to go above expectations for clients and co-workers
Minimum Qualifications
- CFP Professional Designation
- Bachelor’s Degree
- Series 7
- Series 63 & 65 or 66
- Life, Accident & Health Insurance License
Preferred Qualifications
- eMoney software experience
Benefits
- Competitive compensation
- Open and supportive team-based environment
- Full medical and dental benefits
- 401(k) plan with company match
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What We Do
Hennion & Walsh was founded in 1990 with a single goal in mind: to become the nation’s premier provider of investment services and advocate for individual investors. As such, our disciplined, personalized approach has helped thousands of individuals grow and protect their investments. Hennion & Walsh’s heritage is being one of the nation’s leading independent specialists in municipal bonds for individual investors, but we offer a full suite of equity and fixed-income products and services including wealth management.
