Wealth Management Advisor

About the CompanyWorld Investment Advisors is a collaborative and cutting-edge team in the financial services industry that truly recognizes that our company’s success comes from the investment we make in our amazing people and culture. Work alongside some of the brightest and most respectful retirement plan consultants and financial advisors in the country who are constantly trying to exceed our client’s expectations. Explore an environment where insights are welcomed and team members victories are celebrated.About the RoleThe Wealth Advisor is responsible for building, managing, and growing a book of individual and family client relationships through comprehensive financial planning, investment management, and disciplined execution. This role focuses on financial planning, relationship management, and revenue growth. Investment selection, portfolio construction, and portfolio management are managed centrally by the firm’s investment team.ResponsibilitiesDrive revenue growthMaintain strong household retentionDeliver consistent annual reviewsMaintain clean, compliant CRM recordsUphold a fiduciary, client-first standardQualificationsBachelor’s degree in Finance, Business, Economics, Accounting, or related field preferredAdvanced degrees (MBA, MS in Financial Planning) are a plus but not required Required SkillsStrong relationship builderClear communicator of complex financial topicsGrowth-oriented and self-directedHigh accountabilityProcess disciplinedCollaborative with internal planning and operations teamsPreferred SkillsActive Series 65, or Series 7 & 66, or equivalent state approved investment advisory registration (or ability to obtain within firm specified timeframe)CFP® – Certified Financial Planner (Preferred, or willingness to obtain, if relevant to firm offerings)3+ years of experience in financial advisory, financial planning, private wealth, or a client facing financial services roleDemonstrated success in managing client relationships and delivering financial planning recommendationsProven ability to generate new business through firm provided referrals, prospecting, or expansion of existing relationshipsFamiliarity with CRM systems and disciplined documentation habitsPay range and compensation packageWorld Investment Advisors offers a competitive compensation structure, including salary, incentives, and benefits consistent with industry standards. Additional details are provided during the recruitment process.Equal Opportunity StatementWorld Investment Advisors is an equal opportunity employer and does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected category.