NOT JUST A SUPERIOR WEALTH MANAGEMENT EXPERIENCE,
A Superior Company Culture and Working Environment
If you’re interested in being part of a collaborative and innovative team motivated to help individuals, families, nonprofits and businesses achieve their financial goals, we invite you to work with us.
We care about our client’s goals as much as they do, which is why we strive to deliver an exceptional wealth management experience. The satisfaction of those we serve is our only objective and the authentic pursuit of this goal demands competence, trust, transparency and accountability.
If you identify with these core values and enjoy working in a team environment, check out our latest career opportunities and learn more about our culture and benefits below!
Paraplanner, Client Financial Planning Services
In this role, you'll be responsible for the development, oversight, and management of high-net-worth client strategic financial plans. You'll be a strategic partner and collaborate with our Advisors on assigned client relationships.
We Embrace a Team Culture and Generous Benefits to Help You Live Well
We are a tight-knit team here at WHZ. We work hard and play hard together, with the understanding that strong teams create an excellent experience for both our team members and our clients. We also recognize that each member of our team needs support, and sometimes flexibility, in order to achieve their own goals of Living Well while helping our clients to do the same.
Our Total Rewards Compensation Philosophy includes:
401(k) with match
Generous paid time off (PTO) policy
Work from home flexibility
Health savings account
Flexible spending account
Short- and long-term disability
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News & Resources
2021 Five Star Wealth Manager Award, created by Five Star Professional. The 2021 award was presented in November 2021 based on data gathered between May 2020 and February 2021. 3,191 advisors were considered, 272 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit https://www.fivestarprofessional.com.
Meet Our Five-Star Wealth Managers
Check out the background of this firm and investment professionals on Finra's BrokerCheck