Senior Financial Advisor
World Insurance Associates LLCWisconsin, United States
Posted January 23, 2026
Full Time
About the Company
World Investment Advisors is a nationally recognized financial services firm dedicated to providing wealth management and retirement plan investment advisory services.
Job Description
About World Investment Advisors: As a nationally recognized financial services firm, we provide wealth management and retirement plan investment advisory services to individuals, high net worth families, and employers. The Senior Financial Advisor will deliver comprehensive financial planning and investment management services to clients.
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
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)
- Maternity/Paternity Leave Policy
- Stimulating Environment