Senior Financial Advisor
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Job Location:
Waukesha, WI - USA
Yearly Salary:
USD 175000 - 200000
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes modernize their benefits programs and help them achieve their long-term financial goals. Founded in 2011 World is one of the fastest-growing Top 25 insurance brokers in the U.S. with nearly 3000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance surety and fidelity bonding employee and executive benefits investment advisory and retirement plan services and payroll & HR solutions.
Senior Financial Advisor
Position Objective
The Senior Financial Advisor will deliver comprehensive financial planning and investment management services to clients.
Typical Duties and Responsibilities
Perks & Benefits
As part of World Insurance Associates World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industrys 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.
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
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.
#LI-MS1
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
- Bachelors 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
- 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
As part of World Insurance Associates World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industrys 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.
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.
#LI-MS1
Required Experience:
Senior IC
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
About Company
Get the most cost-effective personal and business insurance solutions from a team of knowledgeable advisors with access to dozens of markets.
