Paraplanner
Hennion & Walsh, Inc.
About this role
A Paraplanner at Hennion & Walsh supports financial planners and advisors at a Registered Investment Advisory firm by preparing and maintaining personal financial plans and client documentation. The role involves using financial planning software and producing financial projections and reports to help implement client strategies. It requires attention to detail and collaboration with advisors to ensure high-quality, personalized planning services.
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