Hennion & Walsh

Investment Associate (Financial Services Career Development Program)

Posted 24 days ago

Job summary

  • Job post source

    This job is directly from Hennion & Walsh

  • Job overview

    The Investment Associate role at Hennion & Walsh is an 18-month financial services career development program designed to prepare individuals to become licensed financial advisors and build a long-term career in financial services.

  • Responsibilities and impact

    The role involves studying for licensing exams while being paid, followed by learning advisory skills and other roles within the company, supported by ongoing training and mentoring to help clients achieve their financial goals.

  • Compensation and benefits

    The position offers a base salary range of $30,000 to $61,000 per year plus variable compensation, full medical and dental benefits, and a 401(k) plan with company match, with placement in the salary range based on performance during training.

  • Experience and skills

    Candidates should have a bachelor's degree or equivalent experience, a track record of achievement, a professional work ethic, ability to manage multiple responsibilities, initiative, and strong organizational and communication skills.

  • Career development

    The program provides comprehensive training, mentoring, and a proven success model to support career growth as a financial advisor or other roles within the company.

  • Work environment and culture

    Hennion & Walsh promotes an open, supportive, team-based environment with a focus on integrity, service, innovation, and achievement in a fast-paced setting.

  • Company information

    Hennion & Walsh is an investment firm focused on individual investors, emphasizing personal client relationships and conservative income and growth strategies to help clients achieve financial goals.

  • Job location and travel

    This role requires in-person attendance, indicating a physical office location rather than remote work.

  • Unique job features

    The job features a paid training period while preparing for licensing exams and a structured career development program in a supportive, achievement-oriented environment.

Company overview

Hennion & Walsh, Inc. is a financial services firm specializing in investment management and advisory services, particularly focusing on municipal bonds. Founded in 1990, the company has built a reputation for providing personalized investment strategies tailored to individual client needs. They generate revenue through advisory fees, brokerage services, and asset management. Notable in their history is their commitment to client education and transparency, which has helped them maintain a loyal client base and steady growth over the decades.

How to land this job

  • Tailor your resume to emphasize your motivation, goal-oriented mindset, and ability to thrive in a fast-paced environment, as these are key traits Hennion & Walsh seeks in Investment Associates.

  • Highlight any experience or skills related to financial services, client relationship management, and your capacity to handle multiple responsibilities with a strong work ethic and excellent organizational skills.

  • Apply through multiple channels including Hennion & Walsh's corporate career site and LinkedIn to maximize your application visibility for the Investment Associate role.

  • Connect with current Investment Associates or team members at Hennion & Walsh on LinkedIn, using ice breakers such as complimenting their career path, asking about their experience with the training program, or expressing enthusiasm for the company’s client-first philosophy.

  • Optimize your resume for ATS by incorporating keywords from the job description like 'financial services,' 'client relationship,' 'goal-oriented,' 'organizational skills,' and 'performance-driven' to ensure your resume passes initial screenings.

  • Leverage Jennie Johnson's Power Apply feature to automate applying through multiple platforms, tailor your resume for ATS, and identify LinkedIn connections to network with, allowing you to focus your time on preparing for interviews and learning about the company.

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