Hennion & Walsh

Investment Associate (Financial Services Career Development Program)

BOCA RATON, FLPosted 30+ days ago

Job summary

  • Job post source

    This job is directly from Hennion & Walsh

  • Job overview

    The Investment Associate role is part of an 18-month career development program aimed at preparing individuals for a successful career in financial services as licensed financial advisors.

  • Responsibilities and impact

    Investment Associates will study for licensing exams while receiving a salary, and after passing, they will learn the skills necessary to succeed as advisors, supported by ongoing training and mentorship.

  • Compensation and benefits

    The position offers competitive compensation, full medical and dental benefits, and a 401(k) plan with company match.

  • Experience and skills

    Candidates must have a Bachelor's degree, a proven track record of achievement, a professional work ethic, and strong organizational and time management skills.

  • Career development

    The role provides extensive training and mentoring opportunities to develop business expertise and market knowledge, leading to a long-term career in financial advising.

  • Work environment and culture

    Hennion & Walsh fosters a vibrant, energetic, and achievement-based culture that emphasizes performance, integrity, and service.

  • Company information

    Hennion & Walsh is dedicated to serving individual investors, focusing on building personal relationships and guiding clients towards their financial goals through conservative strategies.

  • Team overview

    The team is dynamic and supportive, encouraging collaboration and communication among members.

  • Unique job features

    The program includes a comprehensive training and mentoring approach, allowing associates to gain business expertise and thrive in a fast-paced 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 highlight your motivation and ability to thrive in a fast-paced environment, showcasing any relevant experience in financial services or client relations.

  • Emphasize your strong communication skills, goal-oriented mindset, and professional work ethic, as these qualities align with Hennion & Walsh's values.

  • Apply through multiple platforms, including Hennion & Walsh's corporate site and LinkedIn, to maximize your exposure and chances of landing the role.

  • Connect with professionals in the financial services division at Hennion & Walsh on LinkedIn to ask about the Investment Associate position; ice breakers could include discussing your interest in their client-first approach or asking for advice on succeeding in the role.

  • Optimize your resume for ATS systems by incorporating keywords from the job description such as 'financial services,' 'goal-oriented,' and 'organizational skills' to enhance your chances of passing initial screenings.

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