our goal is NOT only to provide A SUPERIOR WEALTH MANAGEMENT EXPERIENCE – our goal is to also maintain
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!
Current Opportunities
Client Relationship & Experience Associate
As a member of the WHZ Client Relationships Team, the Client Relationship & Experience position is responsible for providing support to clients and to team members. This team is tasked to help deliver an exceptional client experience at every touch point. This role ensures the accuracy of client transactions and completion of client requests in a timely manner, oversees portfolio administration, and acts as a key driver on the team tasked to execute a client’s strategic financial plan. This role will work across the client relationship team 70% of the time and provide project based time (30%) to the client experience team.
Learn more and apply >
Client Relationship Associate
This role ensures the accuracy of client transactions and completion of client requests in a timely manner, oversees portfolio administration, and acts as a key driver on the team tasked to execute a client’s strategic financial plan. You will build meaningful relationships with new and existing clients as their primary contact on day-to-day requests, helping them meet their strategic financial goals. As a dedicated team player you will also have a key role in supporting the Client Relationship and entire WHZ team to deliver the absolute best wealth management experience for our clients.
Learn more and 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.
