Paraplanner

Hennion & Walsh, Inc.(8 days ago)

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

About this role

Hennion & Walsh, a Registered Investment Advisory firm, is seeking a detail-oriented Paraplanner to support financial planning for clients. The role involves data analysis, report preparation, and assisting in the development and maintenance of financial plans.

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Required Skills

Financial Planning
eMoney
Data Analysis
Financial Reports
Scenario Modeling
Asset Allocation
Client Relations
Retirement Planning
Estate Planning
Research

Qualifications

Bachelor’s Degree

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.

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