Junior Financial Advisor
World Insurance Company Defunct, New Berlin, WI, United States
Junior Financial Advisor
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. The Junior Financial Advisor will support senior advisors in delivering comprehensive financial planning and investment management services to clients. This role will help the ideal candidate develop foundational advisory skills while progressing toward lead advisor responsibilities. Typical duties and responsibilities include: Assist in preparing financial plans, investment proposals, and client review materials Conduct data gathering, analysis, and client onboarding activities Support portfolio monitoring, rebalancing, and implementation of investment strategies Participate in client meetings, take notes, and follow up on action items Maintain accurate client records and documentation in CRM and planning software Conduct research on investments, financial planning strategies, and market trends Ensure compliance with RIA policies and regulatory requirements Position requirements include: Bachelor's degree in finance, economics, business, or related field 2-5 years of experience in financial services or client-facing roles Series 65 (or ability to obtain within a specified timeframe) Progress toward CFP designation preferred Preference is 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 and benefits include: 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 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. 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 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.
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. The Junior Financial Advisor will support senior advisors in delivering comprehensive financial planning and investment management services to clients. This role will help the ideal candidate develop foundational advisory skills while progressing toward lead advisor responsibilities. Typical duties and responsibilities include: Assist in preparing financial plans, investment proposals, and client review materials Conduct data gathering, analysis, and client onboarding activities Support portfolio monitoring, rebalancing, and implementation of investment strategies Participate in client meetings, take notes, and follow up on action items Maintain accurate client records and documentation in CRM and planning software Conduct research on investments, financial planning strategies, and market trends Ensure compliance with RIA policies and regulatory requirements Position requirements include: Bachelor's degree in finance, economics, business, or related field 2-5 years of experience in financial services or client-facing roles Series 65 (or ability to obtain within a specified timeframe) Progress toward CFP designation preferred Preference is 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 and benefits include: 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 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. 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 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.