Licensed Wealth Management Associate (Series 6 or 7 Required)

Hennion & Walsh is seeking an experienced Wealth Relationship Manager to join their growing team, providing exceptional client service and support in a collaborative environment.

Requirements

• Series 6 and Series 63 licenses required
• Series 7 and Series 65/66 preferred
• 5+ years of experience in financial services or client relationship management
• Strong communication and relationship management skills
• Highly organized with strong attention to detail
• A client-first mindset and commitment to exceptional service
• Be a team player, coachable, collaborative, and a doer
• Proficient in Microsoft Office & Outlook

Benefits

• Competitive compensation and benefits package
• Health benefits
• 401(k) plan