Senior Financial Advisor

World Insurance Associates, LLC.Waukesha, WI

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Overview

Schedule

Full-time

Career level

Senior-level

Benefits

401k Matching/Retirement Savings

Job Description

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 3,000 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 AdvisorPosition ObjectiveThe 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

About World Investment AdvisorsAs 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.Stimulating EnvironmentAt 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-OrientedProfessionals 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

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