Series 7 Financial Services Wealth Management Associate

2 months ago

Parsippany, United States Hennion & Walsh Full time
Series 7 Financial Services Wealth Management Associate

At Hennion & Walsh, a Wealth Management Associate is an integral part of our mission to provide the highest degree of advice and service to our valued clients every day, striving to help the individual investor achieve their financial goals and dreams. This position is ideal for a Series 7 and Series 63 licensed individual looking to advance their career within the financial services industry, without being solely dedicated to sales. If you are a highly motivated individual looking to join a vibrant growing company, then Hennion & Walsh, Inc. may be the right choice for you.
Overview

Hennion & Walsh is an advocate for the individual investor. We create and maintain personal relationships with our clients and guide them to achieve their financial goals and dreams.

We are looking for skilled team players seeking a competitive and challenging environment for their career development. Candidates should be performance-driven and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere. They should possess strong analytical and communication skills (both written and verbal) as well as the ability to build internal and external relationships.
Duties and Responsibilities
  • Cultivate and enhance new and existing client relationships through active communication with clients, facilitating client requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.
  • Work with lead advisor to: manage client relationships / incorporate strategy for referrals/introductions / contact clients regarding current events that may affect their investments.
  • Set up and prepare for client and prospect meetings/follow-ups.
  • Manage a schedule of client reviews for lead advisors.
  • Work with our investment teams to keep client portfolios on target.
  • Contact clients and prospective clients with relevant information about market updates that may affect their investments.
  • Help with analyses and preparation to conduct in-depth client reviews to uncover new business opportunities.
  • Work directly with clients to: evaluate and effectively manage their needs / answer questions or concerns in a timely and professional manner / handle requests or complaints and work to find solutions / develop and foster relationships / maintain records.
  • Work according to set standards and operating procedures which will be learned on the job.
Qualifications
  • Series 7 and Series 63 licenses
  • Being coachable, collaborative, and a doer
  • Proficiency in Microsoft Office
  • Ability to comprehend and properly execute tasks
  • Team player
  • Ability to deliver high quality output, possibly within tight timeframes
  • Excellent organizational and time management skills
Benefits
  • Competitive compensation
  • Encouraging and supportive team-based environment
  • Full medical and dental benefits
  • 401(k) plan with company match

  • Wealth Management Associate

    1 week ago

    Parsippany, New Jersey, United States Hennion & Walsh Full time

    Wealth Management Associate - Series 7 Licensed Professional At Hennion & Walsh, the Wealth Management Associate plays a crucial role in our commitment to delivering exceptional guidance and service to our esteemed clients daily. This position is well-suited for individuals who hold Series 7 and Series 63 licenses and are eager to progress their careers in...

  • Series 7 Registered Financial Advisor Associate

    3 months ago

    Parsippany, United States Hennion & Walsh Full time

    Series 7 Registered Financial Advisor Associate 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...

  • Financial Advisor Associate

    1 week ago

    Parsippany, New Jersey, United States Hennion & Walsh Full time

    Registered Financial Advisor Associate with Series 7 Certification Are you a licensed Series 7 Financial Advisor seeking to advance your career in the financial services sector? Are you facing challenges in generating leads and building a client base? Is your current employment hindering your professional growth? If you find yourself answering yes to any of...

  • Series 7 Certified Financial Advisor Associate

    1 week ago

    Parsippany, New Jersey, United States Hennion & Walsh Full time

    Registered Financial Advisor Associate with Series 7 Certification Are you a licensed Series 7 Financial Advisor looking to enhance your career? Do you find yourself struggling with lead generation and client acquisition? Is your current role limiting your potential for success? If you answered yes to any of these questions, Hennion & Walsh could be the...

  • Series 7 Registered Financial Advisor Associate Position

    2 days ago

    Parsippany, New Jersey, United States Hennion & Walsh Full time

    About Hennion & WalshHennion & Walsh is a leading investment firm dedicated to providing exceptional service and innovative solutions to individual investors. Our team of experienced professionals is committed to helping clients achieve their financial goals and dreams through conservative income and growth strategies.Job SummaryWe are seeking highly...

  • Internal Sales Desk Associate Series 7

    1 week ago

    Parsippany, United States SmartTrust Full time

    Internal Sales Desk Associate – Series 7We are searching for an Internal Sales Desk Associate – Series 7 to work out of our Parsippany, NJ headquarters.The primary role of the Internal Sales Associate is to build brand awareness and partner with external wholesaler(s) and other staff to build strong selling relationships with Financial Professionals.This...

  • Client Services Associate

    2 weeks ago

    Parsippany, United States Robert Half Full time

    Join a leading wealth management firm committed to delivering unparalleled financial advisory services. Our team of experts is dedicated to providing personalized, comprehensive wealth management solutions to high-net-worth clients. We are looking for a dynamic and client-centric Client Service Associate to join our elite team.Responsibilities:Cultivating...

  • Client Services Associate

    6 days ago

    parsippany, United States Robert Half Full time

    Join a leading wealth management firm committed to delivering unparalleled financial advisory services. Our team of experts is dedicated to providing personalized, comprehensive wealth management solutions to high-net-worth clients. We are looking for a dynamic and client-centric Client Service Associate to join our elite team.Responsibilities:Cultivating...

  • Client Services Associate

    5 days ago

    parsippany, United States Robert Half Full time

    Join a leading wealth management firm committed to delivering unparalleled financial advisory services. Our team of experts is dedicated to providing personalized, comprehensive wealth management solutions to high-net-worth clients. We are looking for a dynamic and client-centric Client Service Associate to join our elite team.Responsibilities:Cultivating...

  • Associate Financial Advisor

    7 days ago

    Parsippany, New Jersey, United States Sax LLP Full time

    About Sax Wealth AdvisorsSax Wealth Advisors, LLC is a leading independent registered investment advisor offering strategic long-term financial and estate planning built on trust, integrity, and meaningful client relationships.With over $2 billion in collective assets, Sax Wealth Advisors is able to maintain a boutique-style firm feel, while having a larger...

  • Client Services Associate

    2 weeks ago

    Parsippany-Troy Hills, United States Robert Half Full time

    Join a leading wealth management firm committed to delivering unparalleled financial advisory services. Our team of experts is dedicated to providing personalized, comprehensive wealth management solutions to high-net-worth clients. We are looking for a dynamic and client-centric Client Service Associate to join our elite team.Responsibilities:Cultivating...

  • Operations Associate – FINRA Series 99 or 24

    2 months ago

    Parsippany, New Jersey, United States Hennion & Walsh Full time

    Operations Associate – FINRA Series 99 or 24If you are a highly motivated individual 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...

  • Financial Services Professional

    3 months ago

    Parsippany, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Parsippany, NJ, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....

  • Financial Advisor Career Opportunities

    2 days ago

    Parsippany, New Jersey, United States Hennion & Walsh Full time

    About Hennion & WalshHennion & Walsh is a leading investment firm dedicated to providing exceptional service and innovative solutions to individual investors. Our team of experienced professionals is committed to helping clients achieve their financial goals and dreams through conservative income and growth strategies.Job SummaryWe are seeking highly...

  • Insurance and Financial Advisor

    5 hours ago

    Parsippany, New Jersey, United States Bankers Life Full time

    Insurance and Financial Advisor - Flexible Work EnvironmentJob Category: Financial ConsultantCompany Overview:Bankers Life, a leading name in the Financial Services sector, is on the lookout for motivated individuals to expand our network of Insurance Advisors and Financial Consultants. If you are passionate about assisting others in reaching their financial...

  • Compliance Associate

    3 months ago

    Parsippany, United States Summit Financial Full time

    Job Description:Summit Financial LLC is seeking an engaged, detail oriented and self-motivated Compliance Officer to join its Compliance Department. The Compliance Officer will be responsible for day to day compliance functions relating to our investment advisory business. The individual must have knowledge of the Investment Advisers Acts and experience with...

  • Experienced Financial Accountant

    1 week ago

    Parsippany, New Jersey, United States WatsonBarron Group Full time

    Position: Senior AccountantLocation: New Jersey and New York CityCompensation: $75K - $90K DOEWatsonBarron Group is seeking skilled Senior Accountants to enhance our clients' financial teams.If you are looking to advance your career in the New Jersey or NYC region, we invite you to explore the exciting opportunities available across various sectors...

  • Nonprofit Financial Manager

    2 weeks ago

    Parsippany, New Jersey, United States Police Athletic League of Pars Full time

    Job DescriptionOverviewThis is a part-time position (approximately 25 to 30 hours per week) with the potential to transition into a full-time role. In this capacity, you will serve as the financial manager for a singular accounting department. You will be entrusted with the daily financial operations, encompassing all aspects of accounting (both financial...

  • Experienced Financial Accountant

    1 week ago

    Parsippany, New Jersey, United States WatsonBarron Group Full time

    Position: Senior AccountantLocations: New Jersey and New York CityCompensation: $75K - $90K DOEWatsonBarron Group is seeking skilled Senior Accountants to enhance our clients' financial teams.If you are looking to advance your career in the New Jersey or NYC area, we invite you to explore the exciting opportunities available across various sectors,...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Parsippany, United States Robert Half Full time

    National broker dealer with back office operations in NY/NJ seeks a Manager of Financial Planning and Analysis. Supporting the VP of FPA, candidates for this role should have experience from a fast growing financial services business, experience setting up systems and reports, defining KPI to assist the Senior Management team in running the business, own the...