Hennion & Walsh, Inc.
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.
Headquarters
Parsippany, New Jersey, United States
Company Size
51-200 employees
Founded
1990
Hennion & 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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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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