Senior Financial Advisor

About the role

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. Collectively, WIA and its affiliates advise on $76B assets1 across 65 offices and 310 team members.

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

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
• 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)

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

Pay

Compensation is commensurate with experience.

Schedule

Full-time position.

Qualifications

• 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

Skills

• 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)

Why World?

• Equal opportunity employer
• Commitment to diversity and inclusion
• Comprehensive benefits package
• Flexible work arrangements
• Opportunities for professional growth

Contact Information

To apply: Senior Financial Advisor

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