Financial Advisor Associate

2 weeks ago

Boca Raton, Florida, United States Hennion & Walsh Full time
Registered Financial Advisor Associate

Are you a licensed Series 7 Financial Advisor looking to advance your career? Do you find yourself struggling with lead generation and client acquisition? Is your current role limiting your potential for success?

If you resonate with any of these challenges, Hennion & Walsh could be the solution you need. Our unique in-house lead generation program, coupled with a comprehensive 12-month mentorship initiative, has empowered our Financial Advisors to thrive in the financial services sector. Our Advisors connect with individuals who are genuinely interested in our specialized services, eliminating the need for weekend networking, costly seminars, or door-to-door outreach. We equip our Advisors with the essential tools to establish and expand their business. Alongside abundant leads, we offer robust back-office support, compliance assistance, and trading desk resources.

If you are a driven professional eager to join a dynamic and expanding team, and you wish to cultivate a sustainable career in finance, we encourage you to explore this opportunity.

We seek Financial Advisors who hold Series 7 and Series 63 licenses, possess a performance-oriented mindset, and have an entrepreneurial spirit, all while aspiring to assist individual investors in achieving their financial aspirations.
Position Overview

At Hennion & Walsh, we prioritize the needs of individual investors. We understand that clients desire a personal connection with their advisors, and we are committed to guiding them towards their financial objectives through conservative income and growth strategies.

We are on the lookout for talented and motivated individuals from diverse educational backgrounds to join our vibrant workforce as Financial Advisors. Ideal candidates will possess Series 7 and Series 63 licenses, have 1-2 years of relevant experience, thrive in a fast-paced setting, be goal-driven, maintain a positive attitude, and exhibit excellent communication skills. We currently have openings available.
Key Opportunities
  • Enhance your business acumen and market insight through our extensive training and mentorship program.
  • Receive genuine, warm leads that reach out to you at no expense.
  • Join a successful investment firm committed to performance, integrity, service, and innovation.
  • Flourish in a culture that celebrates achievement.
  • Engage in a lively and open work environment.
Qualifications
  • Bachelor's degree or a relevant combination of education and experience.
  • Possession of Series 7 and Series 63 licenses.
  • A proven personal or professional record of success.
  • A strong professional work ethic.
  • Capability to manage multiple tasks and take initiative.
  • Exceptional organizational and time management abilities.
Benefits
  • Competitive salary structure.
  • A collaborative and supportive team environment.
  • Comprehensive medical and dental coverage.
  • 401(k) plan with employer matching.

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