World Insurance Associates · 1 day ago
Financial Advisor / Wealth Advisor
Westborough, MA
Full-time
Onsite
Mid Level
$100K/yr - $110K/yrWorld Insurance Associates is a fast-growing independent financial services practice based in Westborough, MA. The Financial Advisor / Wealth Advisor will serve as a primary point of contact for clients, leading the delivery of comprehensive financial advice and planning services while managing client relationships and operational needs.
Customer ServiceFinanceFinancial ServicesInsurance
Responsibilities
Lead the design, delivery, and ongoing management of comprehensive financial plans, including retirement planning, education funding, cash flow and liability strategies, tax planning, and risk management
Serve as a trusted advisor to clients by understanding their goals, values, and financial priorities and translating them into actionable strategies
Analyze, construct, and manage investment portfolios aligned with client objectives, risk tolerance, and time horizons
Monitor portfolios and proactively make recommendations in response to market conditions, regulatory changes, and client life events
Identify planning opportunities across estate, tax, insurance, and investment strategies and coordinate with external professionals as needed
Serve as the primary relationship manager for assigned clients, leading client meetings, reviews, and ongoing communications
Build long-term, trusted relationships through proactive outreach, strategic planning conversations, and consistent service delivery
Address client inquiries and complex financial matters with professionalism, accuracy, and timeliness
Oversee and complete all client account administration, including opening new accounts, maintaining existing accounts, and ensuring accurate and timely processing of required documentation and forms
Prepare, review, and submit client paperwork related to account changes, transfers, distributions, and other service requests in accordance with firm and custodian requirements
Coordinate with custodians, internal operations teams, and third-party providers to ensure smooth execution of transactions and account servicing
Monitor service requests through completion, proactively identifying and resolving issues or delays
Maintain accurate and up-to-date client records and documentation in CRM and portfolio management systems
Ensure all client interactions, recommendations, and documentation adhere to firm policies and regulatory standards
Maintain proper records in support of audits, reviews, and internal compliance processes
Qualification
Required
Bachelor's degree or equivalent preferred (finance, economics, business, or related field strongly preferred)
Series 7 and Series 66 required
Life & Health Insurance License required
Proven experience delivering comprehensive financial planning, investment advice, and client relationship management
Highly motivated, team-oriented professional with a commitment to long-term client success
Preferred
Proficiency with Microsoft Word, Excel, Outlook, and PowerPoint; experience with financial planning, CRM, and portfolio management platforms preferred
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