Paraplanner
Hennion & Walsh, Inc.
About this role
Hennion & Walsh is seeking a detail-oriented Paraplanner to support financial planners and advisors in developing and maintaining comprehensive personal financial plans for clients. The role involves preparing financial projections, reports, and client-facing materials, participating in client meetings as needed, and ensuring high-quality, personalized planning services. The Paraplanner will work closely with the advisory team to align plans with client goals and maintain accurate planning documentation.
Skills
Qualifications
About Hennion & Walsh, Inc.
hennionandwalshcareers.comHennion & 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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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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Salary
$50k – $70k
per year