Paraplanner

Hennion & Walsh, Inc.(1 month ago)

Parsippany, NJOnsiteFull TimeMedior$50,000 - $70,000Financial Planning

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.

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Required Skills

eMoney
Data Gathering
Data Analysis
Scenario Modeling
Stress Testing
Asset Allocation
Plan Maintenance
Presentation Prep
Collaboration
Recordkeeping

+5 more

Qualifications

Bachelor's Degree
Series 7
Series 63
Series 65
Series 66
Life Accident & Health License
CFP Professional Designation

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.