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Boku Inc. — Parsippany, New Jersey
Registered Client Service Associate (Series 7 Required) At Hennion Walsh, a Licensed Client Service Associate (Series 7 Required) is an integral part of our mission to provide the highest degree of advice and services to our valued clients each and every day. The Licensed Client Service Associate (Series 7 Required) position at Hennion Walsh is ideal for someone who already has their Series 7 and Series 63 licenses and is looking to advance their career within the financial services industry, but is not necessarily interested in pursuing a career dedicated only to sales. Hennion Walsh provides ongoing training and support to all of our Registered Service Advisors.
We have a proven success model that enables you to build a long-term career. If you are a highly motivated individual and looking to join a vibrant, growing company, Hennion Walsh, Inc. may be the right choice for you.
We are looking for performance-driven personalities and entrepreneurs in spirit who are looking to build a career helping the individual investor achieve their financial goals and dreams. Overview Hennion Walsh is an advocate for the individual investor. We believe in putting the client first.
At Hennion Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies. We are searching for highly talented and motivated individuals of all educational backgrounds to join our dynamic workforce as Registered Client Service Associates. Our ideal candidates will have the Series 7 and Series 63 licenses, 1-2 years of relevant experience, thrive in a fast-paced environment, are goal-oriented, possess a great attitude, and communicate extremely well.
We have immediate openings!
Responsibilities
: Provides sales/administrative/operational client service support to assist a team of financial advisors. May solicit and provide financial advice in unison with the team.
and take initiative Excellent organizational and time management skills Highly professional verbal, written, and interpersonal communication skills Knowledge and understanding of brokerage systems Microsoft Office (Word, Excel, and Outlook) proficiency
and scope, the candidate’s relevant experience, and other factors.
Qualifications
Bachelor’s degree or equivalent combination of education/experience Series 7 and Series 63 licenses Strong client service skills and attention to detail Highly professional work ethic Ability to handle multiple
Benefits
: Competitive
401(k) plan with company match The base salary range for this position is $50,000-$70,000 per year. Please note this role requires in-person attendance.
, including health
, 401(k) plan, and paid time off.
Compensation
Open and supportive team-based environment Full medical and dental
package.
and
Requirements
, the position may also include other variable