Junior Financial Advisor
World Insurance Associates LLCWisconsin, United States
Posted January 26, 2026
Full Time
About the Company
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.
Job Description
The Junior Financial Advisor will support senior advisors in delivering comprehensive financial planning and investment management services to clients, developing foundational advisory skills and progressing toward lead advisor responsibilities.
Requirements
- 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)
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