Series 6 or 7 Wealth Management Associate

Hennion & Walsh is seeking a Wealth Relationship Manager to join its growing team, delivering the Hennion & Walsh Experience by building strong client relationships and ensuring high service and support. The role requires Series 6 and Series 63 licenses, 5+ years of experience in financial services or client relationship management, and strong communication and relationship management skills.

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
• Health benefits
• 401(k) plan