At Hennion & Walsh, a Series 7 Registered Client Service Associate is an integral part of our mission to provide the highest degree of advice and services to our valued clients each and every day. The Series 7 Registered Client Service Associate position at Hennion & Walsh is ideal for someone that already has their Series 7 and Series 63 licenses and is looking to advance their career within the financial services industry but not necessarily interested in pursuing a career dedicated only to sales. Hennion & Walsh provides ongoing training and support to all of our Registered Service Advisors. We have a proven success model that enables you to build a long-term career.
If you are a highly motivated individual and 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 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 highly talented and motivated individuals of all educational backgrounds to join our dynamic workforce as Registered Client Service Associates. Our ideal candidates will have the Series 7 and Series 63 licenses, 1-2 years of relevant experience, thrive in a fast-paced environment, are goal-oriented, possess a great attitude, and communicate extremely well. We have immediate openings!
Responsibilities:
Provides sales/administrative/operational client service support to assist a team of financial advisors. May solicit and provide financial advice in unison with the team.
Develop and maintain client relationships
Proactively support the financial advisors in the selling process
Provide administrative support to the financial advisors
Qualifications
Bachelor's degree or equivalent combination of education/experience
Series 7 and Series 63 licenses
Strong client service skills and attention to detail
Highly professional work ethic
Ability to handle multiple responsibilities and take initiative
Excellent organizational and time management skills
Highly professional verbal, written and interpersonal communication skills
Knowledge and understanding of brokerage systems
Microsoft Office (Word, Excel, and Outlook) proficiency
Benefits:
Competitive compensation
Open and supportive team-based environment
Full medical and dental benefits
401(k) plan with company match
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Industries
Technology, Information and Internet
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