Paraplanner

Hennion & Walsh, Inc.(1 month ago)

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

About this role

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.

View Original Listing

Required Skills

eMoney
Financial Planning
Data Analysis
Client Data
Scenario Modeling
Stress Testing
Asset Allocation
Plan Maintenance
Presentations
Collaboration

+6 more

Qualifications

Bachelor's Degree in Business/Accounting/Finance
CFP
Series 7
Series 63
Series 65
Series 66
Life Insurance License
Accident & Health Insurance License

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.