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© All Rights Reserved. ApplyBlast.com
Hennion & Walsh, Inc.
The Paraplanner supports financial planners and advisors at a Registered Investment Advisory firm by preparing comprehensive personal financial plans and related client materials. The role involves analyzing client financial data, creating projections, and assisting with plan implementation and maintenance. The Paraplanner works closely with advisors and participates in client meetings as needed to ensure high-quality, personalized planning services.
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
View leadership team, funding history,
and employee contacts for Hennion & Walsh, Inc..
