Financial Services Associate

4 weeks ago


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

Wealth Management Associate Opportunity

Hennion & Walsh, a leading wealth management firm, is seeking a highly motivated and detail-oriented Wealth Management Associate to join our team. As a key member of our team, you will play a vital role in providing exceptional client service and support to our valued clients.

Key Responsibilities:

  • Cultivate and enhance new and existing client relationships through active communication and exceptional service.
  • Work closely with lead advisors to manage client relationships, incorporate strategy for referrals and introductions, and contact clients regarding current events that may affect their investments.
  • Set up and prepare for client and prospect meetings, as well as manage a schedule of client reviews for lead advisors.
  • Collaborate with our investment teams to ensure client portfolios remain on target.
  • Provide timely and professional responses to client inquiries and concerns, and work to find solutions to any issues that may arise.
  • Develop and foster relationships with clients, and maintain accurate records of client interactions.

Requirements:

  • Series 7 and Series 63 licenses
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Proficiency in Microsoft Office
  • Team player with a strong work ethic

Benefits:

  • Competitive compensation package
  • Full medical and dental benefits
  • 401(k) plan with company match

About Hennion & Walsh:

Hennion & Walsh is a leading wealth management firm dedicated to providing exceptional service and support to our valued clients. We are committed to helping our clients achieve their financial goals and dreams, and we are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team.



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