Financial Advisor Associate (Series 7 Required)

H

Hennion & Walsh, Inc.

Posted 3 months ago

Full Time

Parsippany, New Jersey

In Person

Smart Summary

Responsibilities

Build and grow a book of business by establishing relationships with individual investors using provided warm leads. Guide clients toward their financial goals through conservative income and growth strategies.

Qualifications

You have a Series 7 and Series 63 license and 1-2 years of relevant experience in financial services. You are a highly motivated, performance-driven individual with an entrepreneurial spirit and excellent communication skills, eager to help individual investors achieve their financial goals.

Must Have Skills for ATS

Series 7

Series 63

Financial Advisor

Job Description

Financial Advisor Associate (Series 7 Required)

Are you a Series 7 Registered Financial Advisor? Are you trying to build a successful career as a Financial Advisor? Are you frustrated by the lack of leads and prospects? Is your path to success being impeded by your current employer?

If the answer to any of these questions is yes, then Hennion & Walsh may be the answer. Our in-house lead program combined with our mentoring program has enabled our Financial Advisor to succeed in the financial services business. Our Advisors call and build relationships with people who are interested in the services we specialize in. They do not have to network on weekends, pay for seminars or knock on doors. We provide all of our Advisors with the foundation to build and grow their business. In addition to ample leads, they are provided with back office and compliance support, as well as active mentoring.

If you are a highly motivated individual, looking to join a vibrant, growing company...if you want to boost your career as a Financial Advisor...build a book of business that will sustain your career in Finance, then apply today.

We are looking for Financial Advisors with Series 7 and Series 63 licenses who are performance-driven personalities and entrepreneurs in spirit, looking to build a career helping the individual investor achieve their financial goals and dreams.

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 highly talented and motivated individuals of all educational backgrounds to join our dynamic work force as Financial Advisors. Our ideal candidates will have the Series 7 and Series 63 licenses, 1-2 years of relevant experience, thrive in a fast-paced environment, are goal-oriented, possess a great attitude, and communicate extremely well. We have immediate openings!

Opportunity

  • Get real, warm leads that call YOU at no cost
  • Work for a successful investment firm dedicated to performance, integrity, service, and innovation
  • Gain business expertise and market knowledge through our comprehensive training and mentoring program
  • Perform in an energetic, open environment
  • Succeed in an achievement-based culture

Qualifications

  • Bachelor’s degree or equivalent combination of education/experience
  • Series 7 and Series 63 licenses
  • Personal or professional track record of achievement
  • Highly professional work ethic
  • Ability to handle multiple responsibilities and take initiative
  • Excellent organizational and time management skills

Benefits

  • Competitive compensation
  • Open and supportive team-based environment
  • Full medical and dental benefits
  • 401(k) plan with company match

H

Hennion & Walsh, Inc.

Hennion & Walsh was founded in 1990 with a single goal in mind: to become the nation’s premier provider of investment services and a strong advocate for individual investors. For over 35 years, our disciplined, personalized approach has helped thousands of individuals grow and protect their investments by aligning strategies with their unique goals. Our heritage is rooted in municipal bonds, where we are recognized as a leading independent specialist serving individual investors in the municipal bond market. Today, we build on that foundation through our focus on municipal bonds and asset management, helping clients take a more complete and thoughtful approach to their overall financial picture. By combining experience, personalized guidance, and a commitment to putting investors first, we help clients move forward with clarity and confidence.
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