Senior Financial Advisor: Wealth Planning & Portfolio Strategy
World Insurance Associates LLC
World Insurance Associates, LLC. is looking for a Senior Financial Advisor to provide comprehensive financial planning and investment management services to high-net-worth clients. This position entails developing personalized financial plans and investing strategies while ensuring compliance with regulations. Applicants should possess a Bachelor's degree in finance or related fields and have 5-10 years of relevant experience. The role offers a collaborative team environment and various perks including health insurance and a 401(k) plan with employer match. #J-18808-Ljbffr
Vacancy posted 3 days ago
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