Demo

Investment Associate (Financial Services Career Development Program)

hennionwalsh
Boca Raton, FL Full Time
POSTED ON 10/6/2025
AVAILABLE BEFORE 12/6/2025

Investment Associate

People often ask us what an Investment Associate at Hennion & Walsh does. As an Investment Associate, you will experience a comprehensive 18-month financial services career development program designed to enable a yet-to-be registered individual to thrive in the financial services industry. We pay you while you study and prepare to take the various exams needed to be a licensed financial advisor. Once you have passed the examinations, your salary continues while you begin learning and understanding the skills it takes to succeed as an advisor at Hennion & Walsh. Hennion & Walsh provides ongoing training and support to all of our 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 to 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 Investment Associates. Our ideal candidates thrive in a fast-paced environment, are goal-oriented, possess a great attitude, and communicate extremely well. We have immediate openings!

Opportunity

• Work for a successful investment firm dedicated to performance, integrity, service, and innovation
• Gain business expertise and market knowledge through our comprehensive training and mentoring program
• Perform in an energetic, open environment
• Succeed in an achievement-based culture

Qualifications

• Bachelor’s degree
• Personal or professional track record of achievement
• Highly professional work ethic
• Ability to handle multiple responsibilities and take initiative
• Excellent organizational and time management skills

Benefits

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

 

The base salary range for this trainee position is $30,000.00-61,000.00 per year, plus variable compensation.  Please note this role requires in-person attendance.

Placement in the range will vary based on performance throughout the training period.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position includes variable compensation and benefits including health benefits and 401(k) plan.

Salary : $30,000 - $61,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Investment Associate (Financial Services Career Development Program)?

Sign up to receive alerts about other jobs on the Investment Associate (Financial Services Career Development Program) career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$102,977 - $139,811
Income Estimation: 
$133,653 - $195,399
Income Estimation: 
$525,322 - $679,598
Income Estimation: 
$55,807 - $75,355
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$74,518 - $109,554
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$99,661 - $137,425
Income Estimation: 
$116,293 - $166,477
Income Estimation: 
$220,587 - $322,370
Income Estimation: 
$182,497 - $259,882
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$116,293 - $166,477
Income Estimation: 
$135,979 - $195,706
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at hennionwalsh

hennionwalsh
Hired Organization Address Parsippany, NJ Full Time
Client Service Associate (Financial Services) Are you ready to embark on a fulfilling career journey with a company that...
hennionwalsh
Hired Organization Address Parsippany, NJ Full Time
Operations Associate – FINRA Series 99 or 24 If you are a highly motivated individual and looking to join a vibrant grow...
hennionwalsh
Hired Organization Address Parsippany, NJ Full Time
Paraplanner Overview Hennion & Walsh, a Registered Investment Advisory firm, is seeking a highly motivated and detail-or...
hennionwalsh
Hired Organization Address Parsippany, NJ Full Time
Investment Associate People often ask us what an Investment Associate at Hennion & Walsh does. As an Investment Associat...

Not the job you're looking for? Here are some other Investment Associate (Financial Services Career Development Program) jobs in the Boca Raton, FL area that may be a better fit.

Investor Relations Junior Marketing Associate

Lighthouse Investment Partners, LLC, Palm Beach, FL

Brokerage Registered Client Service Associate - Palm Beach, FL

Truist Investment Services, Inc., Palm Beach, FL

AI Assistant is available now!

Feel free to start your new journey!