Paraplanner

Hennion & Walsh
Parsippany, NJ
Category Accounting
Job Description
Hennion & Walsh, a Registered Investment Advisory firm, is seeking a detail-oriented Paraplanner to support financial planners and advisors. This role involves gathering and analyzing financial data, creating reports, and assisting with plan implementation, focusing on client-specific financial plans. The Paraplanner will work closely with the team to deliver high-quality financial planning services.

Requirements

  • Assist in creating comprehensive financial plans.
  • Gather, input, and analyze client data.
  • Perform scenario modeling, stress testing, and asset allocation analysis.
  • Maintain client records and planning documentation.
  • Conduct research to support plan recommendations.

Benefits

  • Competitive compensation
  • Full medical and dental benefits
  • 401(k) plan with company match
  • Open and supportive team-based environment
  • Health benefits
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