Junior Financial Advisor

About World Investment Advisors
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 pm $76B assets1 across 65 offices and 310 team members.

Junior Financial Advisor
Position Objective
The Junior Financial Advisor will support senior advisors in delivering comprehensive financial planning and investment management services to clients. This role will help the ideal candidate develop foundational advisory skills while progressing toward lead advisor responsibilities.

Typical Duties and Responsibilities

+ Assist in preparing financial plans, investment proposals, and client review materials

+ Conduct data gathering, analysis, and client onboarding activities <...