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Financial Advisor

W3Global Inc.
Knoxville, TN Full Time
POSTED ON 2/13/2025
AVAILABLE BEFORE 5/8/2025

Job Description

Job Description

What's Required

Minimum 3 years advisory experience. Could be an RIA, Wire house or other firm.

Clean compliance history

Existing client practice you can transition

Related professional certification(s) a plus - CFP etc.

Custody at Charles Schwab or Fidelity

Locations - ideally located east of the Mississippi. We have several existing physical offices but 100% remote is acceptable for the right advisor. We currently have two larger offices in Shelton CT and Melville NY and smaller offices in Manhattan NY, Fulton MD, Virginia Beach VA, and Knoxville TN.

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