Paraplanner

Hennion & Walsh, Inc.(8 days ago)

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

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.

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Required Skills

eMoney
Data Analysis
Scenario Modeling
Asset Allocation
Client Presentation
Research
Recordkeeping
Time Management
Communication
Collaboration

Qualifications

Bachelor's Degree
CFP Professional Designation
Series 7
Series 63
Series 65
Series 66
Life, 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.