Investment Associate - Paid Training to Licensed Advisor

Hennion & Walsh; Boca Raton (FL); 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

Performance-driven culture

Job summary

Hennion & Walsh in Boca Raton seeks an Investment Associate to join their comprehensive 18-month financial services career development program. This position allows you to earn while studying to become a licensed financial advisor, with an ongoing salary post-examinations. Ideal candidates are motivated, thrive in a fast-paced environment, and have excellent organizational skills. The role offers competitive compensation, full medical and dental benefits, and a supportive team-based atmosphere.

Qualifications

• Must have a Bachelor’s degree.
• Demonstrated personal or professional achievements are critical.
• Possess a highly professional work ethic.

Responsibilities

• Participate in an 18-month financial services career development program.
• Prepare and take examinations to become a licensed financial advisor.
• Provide support and guidance to individual investors in achieving their financial goals.

Skills

Excellent organizational and time management skills

Ability to handle multiple responsibilities and take initiative

Highly professional work ethic

Personal or professional track record of achievement

Education

Bachelor’s degree

Job description

Hennion & Walsh in Boca Raton seeks an Investment Associate to join their comprehensive 18-month financial services career development program. This position allows you to earn while studying to become a licensed financial advisor, with an ongoing salary post-examinations. Ideal candidates are motivated, thrive in a fast-paced environment, and have excellent organizational skills. The role offers competitive compensation, full medical and dental benefits, and a supportive team-based atmosphere.