Senior Financial Advisor

About World Investment Advisors

As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets1 across 65 offices and 310 team members.

Senior Financial Advisor

Position Objective

The Senior Financial Advisor will deliver comprehensive financial planning and investment management services to clients.

Typical Duties and Responsibilities

• Serve as a trusted advisor to high-net-worth and mass-affluent clients, delivering comprehensive financial planning and investment advice

• Develop and implement personalized financial plans, including retirement, tax, estate, education, and risk management strategies

• Design, manage, and monitor client investment portfolios in alignment with client goals, risk tolerance, and fiduciary standards

• Conduct regular client reviews, proactively recommending portfolio and planning adjustments as circumstances or markets change

• Build and maintain strong, long-term client relationships through exceptional service and clear communication

• Collaborate with internal teams and external professionals (CPAs, attorneys, estate planners) to deliver holistic advice

• Mentor junior advisors and support team development, as needed

• Ensure compliance with RIA regulations, internal policies, and fiduciary best practices

• Contribute to business development efforts through referrals, client retention, and strategic growth initiatives

Position Requirements

• Bachelor’s degree in finance, economics, business, or related field

• 5-10 years of experience in financial services or client-facing roles

• Series 65 (or ability to obtain within a specified timeframe)

• CFP® designation preferred

Preference Given to Candidates with the Following Qualifications:

• Strong analytical, organizational, and communication skills

• High attention to detail and client service orientation

• Ability to learn quickly in a fast-paced advisory environment

• Proficiency with Microsoft Excel and financial planning software (e.g., Money Guide Pro, Tamarack, Junxure, Redtail)

Perks & Benefits

• 401(k) with Employer Match

• Health Insurance (with HSA option)

• Dental Insurance

• Vision Insurance

• Life Insurance

• Flexible Paid Time Off Policy

• Flexible Spending Account (FSA)

• Healthy Work/Life Balance

• Maternity/Paternity Leave Policy

Stimulating Environment

At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.

Team-Oriented

Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.

Why World?

• Great company culture with an awesome team-oriented atmosphere!

• Mentorship Opportunities

• Ability to participate in various Employee Resource Groups (EmpowHER, Mosaic, NextGen)

• Professional growth opportunities

• Friendly and collaborative work environment

World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.

1As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.

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