Senior 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.

Senior Financial Advisor
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 i...