Financial Advocate Santa Barbara
Financial Advocate Santa Barbara
Posted on :
11-04-2025
Employer Active
1 Vacancy
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Monthly Salary
$ 65000 - 70000
Vacancy
1 Vacancy
Posted on :
11-04-2025
Job Description
Financial Advocate/Senior Client Operations Associate (Fully Remote)
We are seeking a clientfocused driven professional with financial services experience to bring their expertise and enthusiasm to our growing collaborative team. At WORLD Investment Advisors were redefining client success by offering innovative financial guidance through our proprietary SMARTMap Financial Wellness platform.
If youre passionate about helping others achieve financial confidence and are looking for a role with professional growth meaningful work and a supportive environment this is the opportunity for YOU!
As a Financial Advocate you will provide personalized support to participants on their financial journeys leveraging tools and resources from our SMARTMap Financial Wellness program. Youll also offer guidance through our Foundational Planning service covering topics such as investment allocation budgeting and retirement planning. The ideal candidate thrives in a fastpaced teamoriented environment and is motivated to make a difference in peoples financial wellbeing.
Typical Duties and Responsibilities
Client Support and Communication
Position Requirements
Compensation
The salary for this position generally ranges between $65000$70000. We may ultimately pay more or less than the posted range and the range may change in the future. Pay within the salary range will be based on several factors including but not limited to relevant education qualifications certifications experience skills seniority geographic location performance and business or organizational needs. The firm also has a bonus program.
Perks & Benefits
About World Investment Advisors
World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industrys premier independent retirement plan and investment advisory services to employers executives and individual investors. Collectively World Investment Advisors supports $76B assets1 across 65 offices and 310 team members.
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.
TeamOriented
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 Investment Advisors
World Investment Advisors LLC 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 Investment Advisors is committed to equality and deeply believes in diversity sexual orientation gender race religion ethnicity and other qualities that make us all different.
World Investment Advisors DEI Statement:
At WORLD Investment Advisors we are committed to fostering a workplace that values diversity inclusion and the exchange of ideas from a variety of perspectives. We strongly encourage women individuals from underrepresented communities LGBTQIA individuals and members of other marginalized groups to apply.
WORLD Investment Advisors is an equal opportunity employer. We do not discriminate based on race ethnicity color national origin age religion sex gender sexual orientation gender identity marital status disability veteran status or any other legally protected characteristic.
We are dedicated to building an inclusive environment where team members from diverse backgrounds experiences abilities and viewpoints can thrive and contribute to our shared mission.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
1As of 12/31/2023 the World Investment Advisors 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.
#LIGP1
LIRemote
We are seeking a clientfocused driven professional with financial services experience to bring their expertise and enthusiasm to our growing collaborative team. At WORLD Investment Advisors were redefining client success by offering innovative financial guidance through our proprietary SMARTMap Financial Wellness platform.
If youre passionate about helping others achieve financial confidence and are looking for a role with professional growth meaningful work and a supportive environment this is the opportunity for YOU!
As a Financial Advocate you will provide personalized support to participants on their financial journeys leveraging tools and resources from our SMARTMap Financial Wellness program. Youll also offer guidance through our Foundational Planning service covering topics such as investment allocation budgeting and retirement planning. The ideal candidate thrives in a fastpaced teamoriented environment and is motivated to make a difference in peoples financial wellbeing.
Typical Duties and Responsibilities
Client Support and Communication
- Respond to participant inquiries via phone email and chat with integrity ensuring client satisfaction.
- Assist clients with enrollment in SMARTMap Financial Wellness program tools and resources.
- Manage participant interactions in Salesforce ensuring accuracy completeness and timely followups.
- Guide transactional requests such as account changes rollovers loans and withdrawals coordinating with retirement plan providers as necessary.
- Serve as a Financial Advocate assisting participants in utilizing SMARTMap tools throughout their financial journeys.
- Provide personalized advice through Foundational Planning addressing both retirementrelated topics and broader financial needs such as budgeting and debt management.
- Conduct outbound calls for Foundational Planning and handle inbound calls as needed.
- Promote positive participant behaviors in savings engagement and financial wellness to support retirement readiness.
- Collaborate with the Advisor Support Marketing and Compliance departments to fulfill client requests.
- Work closely with the Participant Engagement Team to expand the Foundational Planning program through research and partnerships.
- Serve as a point of contact for advisors and employers seeking strategies to increase participant engagement.
Position Requirements
- FINRA licenses (Series 65 or 63/6 are highly encouraged for applicants. If you do not currently hold these licenses we expect you to obtain them within six months of hire. Please note that obtaining these licenses is tied to the compensation outlined for this role.
- BA/BS degree from an accredited university preferred but not required
- Previous experience in the finance and/or investment market/securities preferred but not required
- 13 years of experience in customer service operations support or administrative support role
- Bilingual in Spanish preferred but not required
- Superb verbal written communication and interpersonal skills
- Superb computer skills including familiarity with Microsoft Office Suite Salesforce and/or HubSpot
- Strong attention to detail
- Ability to work efficiently and accurately under pressure and to meet deadlines
- Ability to work independently and to proactively seek new responsibilities
- Ability to work well in a team environment with multiple departments
- Emotional intelligence (EQ) Attunement and Empathy
Compensation
The salary for this position generally ranges between $65000$70000. We may ultimately pay more or less than the posted range and the range may change in the future. Pay within the salary range will be based on several factors including but not limited to relevant education qualifications certifications experience skills seniority geographic location performance and business or organizational needs. The firm also has a bonus program.
Perks & Benefits
- 401(k) with Employer Match
- Health Insurance (with HSA option)
- Dental & Vision Insurance
- Life Insurance
- Generous Paid Time Off Policy
- Mental Health Days
- Flexible Spending Account (FSA)
- Healthy Work/Life Balance
- Maternity/Paternity Leave Policy
About World Investment Advisors
World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industrys premier independent retirement plan and investment advisory services to employers executives and individual investors. Collectively World Investment Advisors supports $76B assets1 across 65 offices and 310 team members.
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.
TeamOriented
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 Investment Advisors
- Great company culture with an awesome teamoriented atmosphere!
- Mentorship Opportunities
- Ability to serve on different internal steering committees (Charitable Giving DEI Social etc.
- Professional growth opportunities
- Friendly and collaborative work environment
- Employee perks including fun team building opportunities yoga/wellness charitable giving/volunteering.
World Investment Advisors LLC 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 Investment Advisors is committed to equality and deeply believes in diversity sexual orientation gender race religion ethnicity and other qualities that make us all different.
World Investment Advisors DEI Statement:
At WORLD Investment Advisors we are committed to fostering a workplace that values diversity inclusion and the exchange of ideas from a variety of perspectives. We strongly encourage women individuals from underrepresented communities LGBTQIA individuals and members of other marginalized groups to apply.
WORLD Investment Advisors is an equal opportunity employer. We do not discriminate based on race ethnicity color national origin age religion sex gender sexual orientation gender identity marital status disability veteran status or any other legally protected characteristic.
We are dedicated to building an inclusive environment where team members from diverse backgrounds experiences abilities and viewpoints can thrive and contribute to our shared mission.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
1As of 12/31/2023 the World Investment Advisors 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.
#LIGP1
LIRemote
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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