Aspiring Financial Advisor Program (Training & Licensing Provided) – Investment Associate
Hennion & Walsh, Inc.
About this role
An 18-month paid trainee program that prepares candidates to become licensed financial advisors through study, exam preparation, and hands-on development. The role includes ongoing training, mentoring, and support from Hennion & Walsh and is designed to lead into advisor or other roles within the firm. The company emphasizes long-term career development and a client-first, conservative investment approach.
Skills
Qualifications
About Hennion & Walsh, Inc.
hennionandwalshcareers.comHennion & Walsh, Inc. is a financial services firm providing wealth management, investment advisory, and broker-dealer services. The company supports financial professionals and clients with investment solutions, practice support, and a client-focused approach.
Recent company news
About Hennion & Walsh, Inc.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Hennion & Walsh, Inc..
Salary
$30k – $61k
per year