Benefits & Perks

Our personalized, client-centric approach is a theme that translates into our company culture. We’re committed to supporting the growth of our team members and maintaining a positive, encouraging working environment. As a Wipfli Financial employee, you’ll have access to a broad range of competitive benefits and perks that will help enhance your professional success and personal wellbeing.

Perk - Teambuilding

One of our core values? Fun! As a company, we embrace the ‘work hard, play hard’ mentality and always make time for team-building activities outside of the office — from baseball games to movie nights.

Perk - Wellness

Annual health check-ups and ongoing health communications are just a few ways we keep our team members happy, healthy and energized.*

Perk - Healthcare

By joining our team, you’ll have access to medical, dental, vision, life and disability insurance, with multiple plans to choose from. We also offer a Health Savings Account (HSA) with an employer contribution to help offset your expenses.*

Perk - 401k

To help you save for retirement, you’ll have the option of joining our company-sponsored 401(k) plan, which offers a generous annual employer contribution.*

Perk - Professional Development

You’ll be invited to attend our annual company-wide conference packed with influential speakers, educational sessions and bonding activities, hosted in a different location each year.*

Perk - Timeoff and PTO

We value a healthy balance between work and life outside the office, and take pride in offering a Flexible Time Off (FTO) program to our team.

Perk - Financial Growth

Just as we’re committed to helping our clients achieve their financial goals, we want you to build on your financial growth, as well. As an employee, you’ll receive access to the same investments and financial planning our clients receive.

Perk - Education

Investing in our employees’ professional development is crucial to the firm’s success. Whether you're pursuing an advanced degree or a professional certification, employees can work with Wipfli Financial's Human Resources for tuition and textbook assistance or reimbursement.**

Activate Your Career

Whether you are a recent graduate or a seasoned professional, we are always looking for exceptional people that our committed to our mission and core values.

Open Positions
FRIGATE Ship Logo for Wipfli Hewins

What is the "FRIGATE" ship? Learn more about our mission and our core values.

Mission & Core Values