Senior Financial Advisor
World Insurance Associates LLCIllinois, United States
Posted January 26, 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
Senior Financial Advisor will deliver comprehensive financial planning and investment management services to clients, developing personalized financial plans and portfolios, and building strong client relationships.
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)
- Healthy Work/Life Balance
- Maternity/Paternity Leave Policy
- Stimulating Environment