Paraplanner
Hennion & Walsh, Inc.
About this role
A Paraplanner at Hennion & Walsh supports financial planners and advisors by developing and maintaining comprehensive personal financial plans. The role focuses on gathering and analyzing client financial data, preparing reports and projections, and assisting with plan implementation and client meetings. The position helps ensure clients receive personalized, high-quality financial planning services while collaborating closely with the advisory team.
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.
Recent company news
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Hennion & Walsh, Inc..
Salary
$50k – $70k
per year