Series 6 or 7 Wealth Management Associate
About The Position
Every day, millions of individual investors wake up uncertain about their financial future. They question whether their investment portfolio is truly helping them live the life they planned. For more than 35 years, Hennion & Walsh has been dedicated to helping individual investors gain clarity and confidence about their financial lives. As an independent wealth management firm, we bring together a team of investment professionals, planners, and portfolio managers who work collaboratively to analyze each client’s unique situation and guide them toward their goals. This collaborative approach—built on commitment, integrity, and meaningful human connection—is what we call the Hennion & Walsh Experience. Hennion & Walsh is seeking an experienced Wealth Relationship Manager to join our growing team. This role is integral to delivering the Hennion & Walsh Experience by building strong client relationships and ensuring a high level of service and support. Working closely with advisors and internal specialists, the Wealth Relationship Manager helps coordinate client communications, supports investment discussions, and plays an important role in delivering an exceptional client experience.
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
Responsibilities
- Serve as a primary point of contact for clients, providing responsive and professional support
- Build and maintain strong client relationships through proactive communication
- Assist advisors with Second Opinion Reviews, client meetings, and follow-up communications
- Support account onboarding, transfers, and ongoing account servicing
- Respond to client inquiries regarding accounts, investments, and firm services
- Coordinate with internal teams to ensure efficient and seamless client service
Benefits
- Join a well-established and growing independent wealth management firm
- Work in a collaborative, team-based environment focused on client success
- Opportunity for career growth within the wealth management industry
- Competitive compensation and benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
