Paraplanner

Hennion & Walsh, Inc.(4 days ago)

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

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.

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Required Skills

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

Qualifications

Bachelor's Degree
CFP Professional Designation (Preferred)
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.