facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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. 

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


Subscribe to Start Living Well

Subscribe to the Fearless Flyer for tips and resources to help you fearlessly pursue your goals.

News & Resources

Loading Posts...

Read More


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

Read More


BrokerCheck


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