World Insurance Associates LLC · 7 hours ago
Junior Financial Advisor
New Berlin, WI
Full-time
Onsite
Entry Level
$90K/yr - $114K/yr
2+ years expWorld Insurance Associates is a unique financial services organization that empowers people to make informed decisions regarding their 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.
AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance
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 LLC
World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.
1001-5000 employees
H1B Sponsorship
World Insurance Associates LLC 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 StageTotal Funding
unknownKey Investors
Goldman Sachs Asset Management
2023-08-21Private Equity
2023-08-21Debt Financing
2020-03-02Acquired
Leadership Team
Chris Badger
Principal, Gulf States Division Leader
John Cicchelli
Head of Employee Benefits: North America
Recent News
2026-01-20
Dallas Innovates
2026-01-07
Company data provided by crunchbase