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.
OverviewHennion & 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
The base salary range for this position starts at $75,000 per year, plus variable compensation. Please note this role requires in-person attendance.
Placement in the range will vary based on job responsibilities and scope, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position may also include other variable compensation and benefits including health benefits, 401(k) plan and paid time off.
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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.
