Investment Associate (Financial Services Career Development Program)
Hennion & Walsh, Inc.
About this role
An Investment Associate at Hennion & Walsh participates in an 18-month paid financial services career development program designed to prepare a yet-to-be registered individual for licensing and a career as a financial advisor. The role provides paid study time for required exams and ongoing salary, training, and mentoring after licensing to develop into a client-facing advisor serving individual investors.
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.
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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
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and employee contacts for Hennion & Walsh, Inc..
Salary
$30k – $61k
per year