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

Hennion & Walsh, Inc.(1 month ago)

Boca Raton, FLOnsiteFull TimeTrainee$30,000 - $61,000Wealth Management

About this role

An Investment Associate is enrolled in an 18-month paid career development program that prepares yet-to-be-registered individuals to become licensed financial advisors. The firm pays while candidates study for required licensing exams and provides ongoing training, mentoring, and a pathway to advisor or other roles at Hennion & Walsh. The role is designed for high-performing, motivated candidates seeking a long-term career in advising individual investors. This position requires in-person attendance.

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Required Skills

Communication
Initiative
Organization
Time Management
Multitasking
Client Relations
Licensing Preparation
Goal Orientation

Qualifications

Bachelor's Degree

About Hennion & Walsh, Inc.

hennionandwalshcareers.com

Hennion & Walsh is a real estate services firm that specializes in multifamily investment sales, asset advisory, and capital markets solutions for owners, investors, and developers. The company combines market research, deal execution, and asset-management expertise to help clients buy, sell, and optimize apartment and residential investment properties. Hennion & Walsh emphasizes a collaborative culture built on integrity and shared values, and recruits professionals who deliver client-focused, data-driven results.

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