Series 7 Registered Client Service Associate

3 weeks ago

Parsippany, United States Hennion & Walsh Full time

Series 7 Registered Client Service AssociateAt Hennion & Walsh, a Series 7 Registered Client Service Associate is an integral part of our mission to provide the highest degree of advice and services to our valued clients each and every day. The Series 7 Registered Client Service Associate position at Hennion & Walsh is ideal for someone that already has their Series 7 and Series 63 licenses and is looking to advance their career within the financial services industry but not necessarily interested in pursuing a career dedicated only to sales. Hennion & Walsh provides ongoing training and support to all of our Registered Service Advisors. We have a proven success model that enables you to build a long-term career.If you are a highly motivated individual and looking to join a vibrant growing company, Hennion & Walsh, Inc. may be the right choice for you. We are looking for performance-driven personalities and entrepreneurs in spirit who are looking to build a career helping the individual investor achieve their financial goals and dreams.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 highly talented and motivated individuals of all educational backgrounds to join our dynamic workforce as Registered Client Service Associates. 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 openingsResponsibilities:Provides sales/administrative/operational client service support to assist a team of financial advisors. May solicit and provide financial advice in unison with the team.Develop and maintain client relationshipsProactively support the financial advisors in the selling processProvide administrative support to the financial advisorsQualificationsBachelor's degree or equivalent combination of education/experienceSeries 7 and Series 63 licensesStrong client service skills and attention to detailHighly professional work ethicAbility to handle multiple responsibilities and take initiativeExcellent organizational and time management skillsHighly professional verbal, written and interpersonal communication skillsKnowledge and understanding of brokerage systemsMicrosoft Office (Word, Excel, and Outlook) proficiencyBenefits:Competitive compensationOpen and supportive team-based environmentFull medical and dental benefits401(k) plan with company match

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