Investment Associate (Financial Services) – Parsippany, NJ

Hennion & Walsh; New Jersey; On-site; USD 30,000 - 61,000; Full time

Benefits offered by this job

Full medical and dental benefits

401(k) plan with company match

Comprehensive training and mentoring program

Job summary

Hennion & Walsh is seeking an Investment Associate in Parsippany, NJ to join their 18-month financial services career development program. This role provides a pathway to becoming a licensed financial advisor while supporting clients in achieving their financial goals. Ideal candidates will have a Bachelor's degree, a strong work ethic, and excellent communication skills. The base salary ranges from $30,000 to $61,000 per year plus variable compensation, and includes comprehensive medical benefits and a 401(k) plan.

Qualifications

• Bachelor’s degree or equivalent combination of education/experience.
• Track record of achievement in a professional capacity.
• Ability to communicate effectively in a team environment.

Responsibilities

• Participate in a comprehensive 18-month financial services career development program.
• Prepare for required licensing exams while being compensated.
• Engage with clients to achieve their financial goals.

Skills

Excellent organizational skills

Time management

Strong work ethic

Ability to handle multiple responsibilities

Communication skills

Education

Bachelor’s degree or equivalent

Job description

Investment Associate (Financial Services Career Development Program) – Parsippany, NJ

People often ask us what an Investment Associate at Hennion & Walsh does. As an Investment Associate, you will experience a comprehensive 18-month financial services career development program designed to enable a yet-to-be-registered individual to thrive in the financial services industry. We pay you while you study and prepare to take the various exams needed to be a licensed financial advisor. Once you have passed the examinations, your salary continues while you begin learning and understanding the skills it takes to succeed as an advisor or one of the other available roles at Hennion & Walsh. Hennion & Walsh provides ongoing training and support to all of our advisors. We have a proven success model that enables you to build a long‑term career.

If you are a highly motivated individual looking to join a vibrant, growing company, Hennion & Walsh, Inc. may be the right choice for you. We are looking for performance-driven personalities and entrepreneurs in spirit who are looking to build a career helping the individual investor achieve their financial goals and dreams.

Overview

Hennion & Walsh is an advocate to 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 highly talented and motivated individuals of all educational backgrounds to join our dynamic workforce as Investment Associates. Our ideal candidates thrive in a fast-paced environment, are goal-oriented, possess a great attitude, and communicate extremely well. We have immediate openings!

• Work for a successful investment firm dedicated to performance, integrity, service, and innovation
• Gain business expertise and market knowledge through our comprehensive training and mentoring program
• Perform in an energetic, open environment
• Succeed in an achievement-based culture

Qualifications

• Bachelor’s degree or equivalent combination of education/experience
• Personal or professional track record of achievement
• Highly professional work ethic
• Ability to handle multiple responsibilities and take initiative
• Excellent organizational and time management skills
• Competitive compensation
• Open and supportive team-based environment
• Full medical and dental benefits
• 401(k) plan with company match

The base salary range for this trainee position is $30,000.00-61,000.00 per year, plus variable compensation. Please note this role requires in-person attendance.

Placement in the range will vary based on performance throughout the training period.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position includes variable compensation and benefits including health benefits and 401(k) plan.

Hennion & Walsh, Inc. is an equal opportunity employer.