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Careers

Wealth Relationship Managers (WRMs)

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

We are a top LPL Financial (NASDAQ: LPLA) affiliate. LPL is one of the largest financial services companies in the world. Hapanowicz’s Wealth Management Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Our 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 Hapanowicz. Our training, systems, and support are state-of-the art. We will do everything in our power to have you be successful.

Compensation
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.

What 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

What We’ll Help You With

  • Build a successful career at Hapanowicz 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.