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