Jobs · Accounting · Tennessee

Associate Financial Advisor

W3Global · Chattanooga, TN · 1 wk ago
AccountingFull-time

About The Job

Join a Firm Built for Advisors
We're a growing independent Registered Investment Advisory (RIA) firm seeking an experienced Financial Advisor who is looking for more than a traditional advisory role. This opportunity is ideal for a professional who values deep client relationships, comprehensive financial planning, and the ability to work within a highly collaborative team environment. Whether you're currently affiliated with a wirehouse, broker-dealer, bank, or another advisory firm, we're interested in connecting with advisors who are exploring what the next chapter of their career could look like.

What Makes Us Different

  • Supportive team structure to help advisors spend more time serving clients
  • In-house investment management and portfolio oversight
  • Dedicated operations and administrative support
  • Comprehensive financial planning resources
  • Personalized marketing and business development support
  • Modern technology and systems
  • A collaborative culture focused on long-term growth

Who We're Looking For

  • Experience working directly with wealth management clients
  • Holds applicable securities licenses or designations
  • Passionate about delivering an exceptional client experience
  • Values teamwork and collaboration over a siloed approach
  • Growth-minded, entrepreneurial, and self-motivated
  • Wants to be part of a firm that is continually evolving and improving

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