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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. 

Learn More & Apply

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:

Competitive salary

401(k) with match

Profit sharing

Generous paid time off (PTO) policy

Parental leave

Work from home flexibility

Health insurance

Health savings account

Flexible spending account

Short- and long-term disability

Life insurance

Employee discount

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Meet Our Five-Star Wealth Managers

2022 Five Star Wealth Manager Award 

created by Five Star Professional. The 2022 award was presented in November 2022 based on data gathered between February 2022 and September 2022. A total of 2950 Connecticut-area wealth managers were considered for the award; 290 (10% of candidates) were selected to receive it. Wealth managers do not pay a fee to be considered or selected for the award. (Fee paid for use of marketing materials.) Not indicative of advisor’s future performance. Your experience may vary. For more information,  visit fivestarprofessional.com.


Check out the background of this firm and investment professionals on Finra's BrokerCheck