World Insurance Associates LLC · 20 hours ago
Paraplanner / Wealth Advisor
Westborough, MA
Full-time
Onsite
New Grad, Entry Level
$80K/yr - $90K/yrWorld Insurance Associates LLC is a fast-growing independent financial services practice based in Westborough, MA. The Paraplanner / Wealth Advisor will support the delivery of high-quality financial advice and an exceptional client experience for an established client base, focusing on financial planning and advisory support without sales responsibilities.
AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Prepare and assist in the development of comprehensive financial plans, including retirement planning, education funding, cash flow and liability strategies, tax planning, and risk management
Gather, organize, and analyze client financial data to support plan construction and ongoing reviews
Assist in analyzing investment portfolios and preparing recommendations aligned with client goals, risk tolerance, and time horizons for advisor review
Support ongoing portfolio monitoring and help identify planning or investment opportunities based on market conditions and client life events
Prepare meeting materials, planning summaries, and follow-up documentation for client meetings
Participate in client meetings alongside Senior Advisors to review financial plans, investment strategies, and progress toward goals
Serve as a point of contact for client questions, requests, and service needs, ensuring timely follow-up and resolution
Proactively support clients by helping coordinate planning updates, account maintenance, and ongoing service initiatives
Maintain accurate client records and documentation in accordance with firm and regulatory standards
Qualification
Required
Series 7 and Series 66 required (or ability to obtain within a defined timeframe)
Ability to manage multiple priorities with minimal supervision
Preferred
Bachelor's degree or equivalent preferred (finance, economics, business, or related field strongly preferred)
Life & Health Insurance License (preferred or willingness to obtain)
Highly motivated, team-oriented professional with a strong desire to grow into a full advisory role
Benefits
Competitive benefits package
Variable pay programs
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.
Founded in 2012
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