World Insurance Associates · 23 hours ago
Paraplanner / Wealth Advisor
Westborough, MA
Full-time
Onsite
Mid Level
$80K/yr - $90K/yrWorld Insurance Associates 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 exceptional client experiences while working closely with a Senior Financial Advisor and Client Service Associate.
Customer ServiceFinanceFinancial ServicesInsurance
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
Bachelor's degree or equivalent
Series 7 and Series 66 required (or ability to obtain within a defined timeframe)
Ability to manage multiple priorities with minimal supervision
Preferred
Finance, economics, business, or related field strongly preferred
Life & Health Insurance License (preferred or willingness to obtain)
Strong interest in financial planning, investments, and wealth management as a long-term career path
Ability to prepare clear, professional, and well-organized financial materials and client presentations
Excellent written and verbal communication skills with the ability to explain financial concepts clearly
Strong attention to detail, organization, and time management in a fast-paced, team-oriented environment
Working knowledge of financial markets, planning strategies, and investment solutions, with a desire for continuous learning
Proficient in Microsoft Word, Excel, Outlook, and PowerPoint; experience with financial planning or CRM software is a plus
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
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 1956
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