What are the responsibilities and job description for the Financial Planner position at Hennion & Walsh?
If you are of highly motivated character and looking to join a vibrant growing company, Hennion & Walsh, Inc. may be the right choice for you.
Overview
Hennion & Walsh is an advocate for the individual investor. We believe in putting the client first. At Hennion & Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies.
We are searching for a highly detail-oriented and organized individual to join our dynamic workforce as a Financial Planner. This salaried role supports the Financial Planning Department in ensuring client satisfaction through the financial planning process.
Responsibilities
Overview
Hennion & Walsh is an advocate for the individual investor. We believe in putting the client first. At Hennion & Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies.
We are searching for a highly detail-oriented and organized individual to join our dynamic workforce as a Financial Planner. This salaried role supports the Financial Planning Department in ensuring client satisfaction through the financial planning process.
Responsibilities
- Create customized financial plans and advise clients on investment planning, retirement planning, tax planning, estate planning, and insurance
- Guiding clients through 401(k) rollover process, ensuring clarity and compliance
- Prepares preliminary financial planning recommendations and review/edit them for accuracy and completeness
- Provide guidance to clients regarding Social Security and Medicare optimization strategies
- Review and interpret insurance and annuity policies, investments, and other financial statements while also facilitating asset transfers
- Run insurance proposals
- Client and prospective client contacts/servicing regarding financial planning issues
- Stay informed on regulatory changes and retirement account regulations to deliver up-to-date advice
- Collaborate with our comprehensive wealth management team, fixed income experts, and service department to provide clients with the highest level of service
- Highly attentive to detail, extremely organized and neat
- Outstanding written communication
- Microsoft Excel, Power Point & Word proficiency
- Ability to multi-task / excellent time management
- Upbeat people person willing to go above expectations for clients and co-workers
- CFP Professional Designation or completed course work for CFP Exam
- Bachelor's Degree
- Series 7
- Series 63 & 65 or 66
- Life, Accident & Health Insurance License
- Excellent organizational and time management skills
- eMoney software experience
- Competitive compensation
- Open and supportive team-based environment
- Full medical and dental benefits
- 401(k) plan with company match
