our goal is to provide A SUPERIOR WEALTH MANAGEMENT EXPERIENCE –and
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
Associate Vice President, Associate Wealth Manager
As a member of our advisory team, you will participate in every stage of the financial planning process – including initial fact-finding, creating and execution of holistic financial plans, and servicing of existing financial plans – and support existing client relationships working alongside the Senior and Lead Advisors on your respective Diamond Team. You will be the quarterback for the team internally to ensure execution happens. You may also work collaboratively with external professionals on legal and tax planning to drive plan execution. You will help create and implement holistic financial plans and build lasting client relationships for an elevated client service experience.
Client Relationship Associate/Senior Associate
This role takes a ‘tailored’ approach to delivering the most memorable client experience. You must be highly client-oriented and authentic in your demeanor. Ultimately, your goal is to build meaningful relationships with our clients and make them feel extremely valued while meeting their day-to-day needs. If you want to add value to our clients and learn more about wealth management and financial planning in a dynamic, growth-oriented culture, this is a fantastic opportunity for you. This role is a career pathing role where career growth opportunities exist for the right candidate. Securities licensing, formal career pathing and professional development will be offered as you perform in your role.
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
Meet Our Five-Star Wealth Managers
2024 Five Star Wealth Manager Award
created by Five Star Professional, and presented in November 2024 based on data gathered between February 2024 and August 2024. A total of 3,710 Connecticut-area wealth managers were considered for the award; 282 (eight percent of candidates) were selected to receive it. Wealth managers do not pay a fee to be considered or selected for the award, although they may choose to pay a fee for use of marketing materials. The award is not indicative of an advisor's future performance, and your experience may vary. For more information about the award, visit fivestarprofessional.com. award, visit fivestarprofessional.com.
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