Join the W3 Team

W3 Financial Group is among the most highly regarded accounting and wealth management firms in the U.S. We maintain an absolute commitment to our clients and their financial journeys. Their success becomes our mission! If this sounds like your kind of professional drive and you think you’d make a great addition to our team, send us your resume!

Benefits of a Career at W3

Healthy Work/Life Balance

While working hard to exceed client expectations is required, we strive to achieve a healthy balance between work and play. We know that tax season is demanding, so we offer comp time arrangements, to let staff enjoy the extra time off during the summers.

Competitive Compensation Packages

Compensation packages are competitive and include medical insurance, paid holidays, personal time off, personal tax planning services as well retirement plans. Occasionally, working remotely (from home!) can be an option.

Comfortable Business Setting

While in the office, we provide an environment to make work feel less like, well, work. Typically, the dress code is business casual. It’s much more comfortable than a suit and tie — and much easier to play darts or putt-putt in (head to our lounge area!).

Professional Development and Education

We believe in encouraging professional development and education, and because we are a fast‐growing firm on the move with multiple offices, the opportunities for advancement are plentiful.

Focus On Community

W3 takes pride in our continued involvement in the local community. Our associates are highly encouraged to serve their local communities and are given the flexibility in their schedules to seek opportunities through affiliations with various nonprofit organizations, charities, chambers of commerce, fundraisers, and events throughout Northeast Ohio either through our semi- annual W3 CARES Day or independently from the firm. Throughout the year, employees have the opportunity to have W3 match a donation to a charity or organization of their choosing. We believe that every donation-regardless of size-has the power to make a difference in the lives of members of our community.

Internship Opportunities

W3’s Financial Pathway Internship program is committed to providing hands-on experience and exposure to the intricacies of the financial industry. The internship program stands out due to its emphasis on real-world application, allowing interns to actively contribute to various projects and gain practical skills. Email your resume in confidence to

Take the Next Step Toward Joining Our Team

Interested in joining our team? We are always looking for great people who can help us carry out our mission and help our clients succeed. Please submit your resume in confidence to Please note that, due to the volume of applications we receive, we will only contact those selected for an interview.

Meet Our Team

Our team of CPAs, business valuation analysts, staff accountants, financial advisors, financial paraplanners, and client service administrators love what they do, and they love working at W3 Financial Group. Once you meet them, we think you’ll love working with us, too.

W3 Financial Group Financial Advisors and Certified Financial Planners