Aspiring Financial Advisor Program (Training & Licensing Provided) – Investment Associate jobs in United States
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Hennion & Walsh · 1 week ago

Aspiring Financial Advisor Program (Training & Licensing Provided) – Investment Associate

Hennion & Walsh is an advocate to the individual investor, dedicated to guiding clients to achieve their financial goals through conservative strategies. The Investment Associate role offers a comprehensive 18-month career development program, providing training and support to prepare individuals for a successful career in financial advising.

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Responsibilities

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

Qualification

Bachelor’s degreeAchievement track recordProfessional work ethicOrganizational skillsTime management skills

Required

Bachelor's degree or equivalent combination of education/experience
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

Full medical and dental benefits
401(k) plan with company match

Company

Hennion & Walsh

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Hennion & Walsh is a New Jersey-based provider of investment services and advocate for individual investors.

Funding

Current Stage
Growth Stage

Leadership Team

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Debbie Hoffmann
CFO
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Kevin Mahn
President & Chief Investment Officer - Hennion & Walsh Asset Management
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Company data provided by crunchbase