Company Overview
At W3 Financial Group, we believe the best careers are built on purpose, passion, and people. Every day, our team helps individuals, families, and businesses maximize and simplify their financial lives through comprehensive wealth management and accounting services.
Together, creating freedom by helping clients maximize and simplify their financial life.
Our success starts with our people. We're committed to building a workplace where talented professionals are empowered to grow, collaborate, and make a meaningful impact. Whether you're launching your career or bringing years of experience, you'll find opportunities to learn, contribute, and thrive alongside a team that genuinely supports one another.
Our culture is guided by the values that define who we are:
- Unique Passion– We celebrate individuality, embrace new ideas, and recognize that every team member brings valuable perspectives and strengths.
- Client Obsessed – Our clients are at the center of every decision. We are dedicated to delivering exceptional service and building relationships that last a lifetime.
- Family Oriented – We care for one another, celebrate successes together, and create an environment where employees feel valued, respected, and supported.
- Great Communicators – We believe trust is built through honest, transparent, and respectful communication with our clients and one another.
- Do What You Say – Integrity is our foundation. We honor our commitments, take ownership of our work, and consistently follow through.
If you're looking for more than just a job, if you're looking for a career with purpose, a culture that invests in your success, and a team that's committed to growing together. We invite you to discover what makes W3 Financial Group different. Join us as we continue creating freedom by helping clients maximize and simplify their financial lives.
Job Duties
- Serve as the primary point of contact for client relationships.
- Lead and coordinate client review meetings.
- Ensure timely follow-up on client requests and service items.
- Maintain accurate client records and documentation in CRM.
- Coordinate planning and service initiatives with advisors and planning teams.
- Monitor client satisfaction and proactively address concerns.
- Assist with onboarding new clients and transitioning relationships.
- Collaborate with internal teams to implement planning strategies.
- Develop comprehensive financial plans including retirement, tax, estate, insurance, and education strategies.
- Perform advanced analysis using financial planning software and modeling tools.
- Prepare detailed planning reports and supporting documentation for client meetings.
- Collaborate with relationship advisors to present planning strategies.
- Evaluate portfolio allocations relative to long-term client goals.
- Research tax law changes, regulatory developments, and planning opportunities.
- Assist with implementation of complex financial planning strategies.
- Maintain accurate planning documentation within the CRM system.
- Support advisors with scenario modeling and planning recommendations. Serve as the lead advisor for high-net-worth client relationships.
- Develop and oversee comprehensive financial planning strategies.
- Lead client meetings and long-term planning discussions.
- Identify opportunities for business development and client growth.
- Mentor junior advisors and planning staff.
- Collaborate with leadership on firm strategy and service development.
- Ensure compliance with regulatory and firm standards.
- Represent the firm in professional and community engagements
- Performs other duties as assigned
Qualification and Experience
- Bachelor’s degree in Finance, Financial Planning, Accounting, or related field.
- 1-6 years of experience in financial planning or wealth management.
- CFP® designation preferred or in progress.
- Strong interpersonal and communication skills
- Experience with financial planning software (eMoney, MoneyGuidePro, etc.).
- Strong analytical and financial modeling capabilities.
- Ability to interpret complex financial and tax scenarios. or’s degree in Finance, Economics, Business, or related field.
- Proven experience managing complex client relationships.
- Demonstrated success in business development or client acquisition.
- Must be able to pass a federal background check and drug test
- Proficient in Microsoft Office Suite
Physical Requirements
- Ability to sit for extended periods
- Manual dexterity for using keyboard, mouse, and office equipment
- Strong communication skills
- Mobility of body, rotation of neck
- Ability to be onsite daily required
- Ability to lift light objects (20 pounds)
- Precise hand-eye coordination for data entry and account reconciliation
Benefits:
- 401(k)
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
