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

 

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.