Financial Planner

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