Hennion & Walsh, Inc.
Hennion & Walsh is seeking an experienced Wealth Relationship Manager to join their team. The role involves building strong client relationships, supporting investment discussions, and ensuring high-quality client service within a collaborative wealth management environment.
Headquarters
Parsippany, New Jersey, United States
Company Size
51-200 employees
Founded
1990
Hennion & Walsh, Inc. is a financial services firm providing wealth management, investment advisory, and broker-dealer services. The company supports financial professionals and clients with investment solutions, practice support, and a client-focused approach.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Hennion & Walsh, Inc..
Registered Client Service Associate (Series 7 Required)
hennionwalsh.com
Wealth Relationship Manager
Citi
Wealth Management Client Relationship Manager
TIAA
Wealth Relationship Officer
HSBC
Wealth Management Client Relationship Manager
TIAA
Private Wealth Management Investment Consultant Relationship Manager Knoxville Tennessee United States Of America
Morgan Stanley