World Insurance Associates · 6 hours ago
Junior Financial Advisor
New Berlin, WI
Full-time
Onsite
Entry Level
2+ years expWorld Insurance Associates is a unique financial services organization that empowers people to make informed decisions regarding risk management and financial goals. The Junior Financial Advisor will support senior advisors in delivering comprehensive financial planning and investment management services to clients while developing foundational advisory skills.
Customer ServiceFinanceFinancial ServicesInsurance
Responsibilities
Assist in preparing financial plans, investment proposals, and client review materials
Conduct data gathering, analysis, and client onboarding activities
Support portfolio monitoring, rebalancing, and implementation of investment strategies
Participate in client meetings, take notes, and follow up on action items
Maintain accurate client records and documentation in CRM and planning software
Conduct research on investments, financial planning strategies, and market trends
Ensure compliance with RIA policies and regulatory requirements
Qualification
Required
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)
Preferred
Progress toward CFP® designation preferred
Strong analytical, organizational, and communication skills
High attention to detail and client service orientation
Ability to learn quickly in a fast-paced advisory environment
Proficiency with Microsoft Excel and financial planning software (e.g., Money Guide Pro, Tamarack, Junxure, Redtail)
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
Company
World Insurance Associates
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
1001-5000 employees
H1B Sponsorship
World Insurance Associates has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Late StageCompany data provided by crunchbase