Relationships begin and end with the right people. We’re honored when professionals seek to grow and achieve their career goals with our team. At H&A, we believe in the relationships behind the wealth management process, in aligning our clients’ values and our own, and in delivering sound financial advice with a personal touch. If that sounds like the right fit for you, learn more about professional opportunities with H&A.

Currently Seeking: Wealth Relationship Managers (WRMs) in New York, Philadelphia, Harrisburg, and New Jersey

Requirements 

  • A college degree is required; an MBA is preferred
  • A CFP and/or CFA, or RICP degree is required
  • Several years internship for a wealth management firm; or 2+ years as a WRM is required
Company Overview

Hapanowicz &AssociatesWealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

H&A is a top LPL Financial (NASDAQ: LPLA) affiliate. LPL is one of the largest financial services companies in the world.

H&A’s Wealth Management Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. 

H&A's mission is to simplify complex financial issues so that clients can pursue the things they love most.
 
If you are a highly self-motivated individual with a passion for helping people, you can have a terrific career at H&A. Our training, systems, and support are state-of-the art. We will do everything in our power to have you be successful.

Compensation; Hard and Soft Benefits
  • Our compensation plans are competitive in the industry
  • Hard Benefits: Our benefits are excellent, including 401K with 5% company match (historical); profit sharing 3% (historical), fully paid medical, generous paid time off, life insurance, dental, vision, disability, work from home (available), and promotions from within.
  • Soft Benefits: We truly care about each individual who works with us and will do everything in our power to both have you be successful and support you in having work/life balance. We offer:
    • Outstanding in-house training
    • State-of-the-art systems
    • Proven methodologies to help you be successful
    • Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes
We’ll help you!

Our financial planning process is so client-focused and appreciated, it sells itself. We have no product or other bias. Our process is tried and true, certified and vetted - so all decisions and actions are in client's best interest. We’ll help you:

  • Build a successful career at H&A through world-class training and on-boarding programs that set you up for success. Our proven process will help you generate results quickly.
  • Confidently build relationships with clients by using a documented, proven consultative approach that will help you gain in-depth knowledge of clients’ financial life priorities and connect them to our solutions that meet their financial goals.