Senior Financial Advisor

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    "description_html": "<span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"line-height:107%;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"line-height:107%;\"><span style=\"color:#2f5496;\">About World Investment Advisors</span></span></b></span></span><br><span style=\"letter-spacing:-0.25pt;\">As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets<sup>1</sup> across 65 offices and 310 team members.</span></span></span><br><br><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Senior Financial Advisor<br>Position Objective</span></b></span><br><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\">The Senior Financial Advisor will deliver comprehensive financial planning and investment management services to clients.</span></span></span><br><br><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Typical Duties and Responsibilities</span></b></span></span></span></span><ul><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Serve as a trusted advisor to high-net-worth and mass-affluent clients, delivering comprehensive financial planning and investment advice</span></span></span></span></span></span></li><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Develop and implement personalized financial plans, including retirement, tax, estate, education, and risk management strategies</span></span></span></span></span></span></li><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Design, manage, and monitor client investment portfolios in alignment with client goals, risk tolerance, and fiduciary standards</span></span></span></span></span></span></li><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Conduct regular client reviews, proactively recommending portfolio and planning adjustments as circumstances or markets change</span></span></span></span></span></span></li><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Build and maintain strong, long-term client relationships through exceptional service and clear communication</span></span></span></span></span></span></li><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Collaborate with internal teams and external professionals (CPAs, attorneys, estate planners) to deliver holistic advice</span></span></span></span></span></span></li><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Mentor junior advisors and support team development, as needed</span></span></span></span></span></span></li><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Ensure compliance with RIA regulations, internal policies, and fiduciary best practices</span></span></span></span></span></span></li><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Contribute to business development efforts through referrals, client retention, and strategic growth initiatives</span></span></span></span></span></span></li></ul><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Position Requirements</span></b></span></span></span><ul><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\">Bachelor’s degree in finance, economics, business, or related field</span></span></span></span></li><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\">5-10 years of experience in financial services or client-facing roles</span></span></span></span></li><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\">Series 65 (or ability to obtain within a specified timeframe)</span></span></span></span></li><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\">CFP® designation preferred</span></span></span></span></li></ul><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Preference Given to Candidates with the Following Qualifications:</span></b></span></span></span><ul><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\">Strong analytical, organizational, and communication skills</span></span></span></span></li><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\">High attention to detail and client service orientation</span></span></span></span></li><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\">Ability to learn quickly in a fast-paced advisory environment</span></span></span></span></li><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\">Proficiency with Microsoft Excel and financial planning software (e.g., Money Guide Pro, Tamarack, Junxure, Redtail)</span></span></span></span></li></ul><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Perks & Benefits</span></b></span></span></span><ul><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">401(k) with Employer Match</span></span></li><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Health Insurance (with HSA option)</span></span></li><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Dental Insurance</span></span></li><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Vision Insurance</span></span></li><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Life Insurance</span></span></li><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Flexible Paid Time Off Policy</span></span></li><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Flexible Spending Account (FSA)</span></span></li><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Healthy Work/Life Balance</span></span></li><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Maternity/Paternity Leave Policy</span></span></li></ul><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Stimulating Environment</span></b></span><br><span style=\"letter-spacing:-0.25pt;\">At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. </span><br><br><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Team-Oriented</span></b></span><br><span style=\"letter-spacing:-0.25pt;\">Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. </span><br><br><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Why World? </span></b></span></span></span><ul><li style=\"text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Great company culture with an awesome team-oriented atmosphere! </span></span></li><li style=\"text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Mentorship Opportunities </span></span></li><li style=\"text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ability to participate in various Employee Resource Groups (EmpowHER, Mosaic, NextGen)</span></span></li><li style=\"text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Professional growth opportunities </span></span></li><li style=\"text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Friendly and collaborative work environment </span></span></li></ul><br><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\">World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.</span><br><br><span style=\"letter-spacing:-0.25pt;\"><sup>1</sup>As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.</span></span><br><br>#LI-MS1</span>",
    "description_text": "About World Investment Advisors\n As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets 1 across 65 offices and 310 team members.\n Senior Financial Advisor\nPosition Objective\n The Senior Financial Advisor will deliver comprehensive financial planning and investment management services to clients.\n Typical Duties and Responsibilities Serve as a trusted advisor to high-net-worth and mass-affluent clients, delivering comprehensive financial planning and investment advice\n Develop and implement personalized financial plans, including retirement, tax, estate, education, and risk management strategies\n Design, manage, and monitor client investment portfolios in alignment with client goals, risk tolerance, and fiduciary standards\n Conduct regular client reviews, proactively recommending portfolio and planning adjustments as circumstances or markets change\n Build and maintain strong, long-term client relationships through exceptional service and clear communication\n Collaborate with internal teams and external professionals (CPAs, attorneys, estate planners) to deliver holistic advice\n Mentor junior advisors and support team development, as needed\n Ensure compliance with RIA regulations, internal policies, and fiduciary best practices\n Contribute to business development efforts through referrals, client retention, and strategic growth initiatives\n Position Requirements Bachelor’s degree in finance, economics, business, or related field\n 5-10 years of experience in financial services or client-facing roles\n Series 65 (or ability to obtain within a specified timeframe)\n CFP® designation preferred\n Preference Given to Candidates with the Following Qualifications: Strong analytical, organizational, and communication skills\n High attention to detail and client service orientation\n Ability to learn quickly in a fast-paced advisory environment\n Proficiency with Microsoft Excel and financial planning software (e.g., Money Guide Pro, Tamarack, Junxure, Redtail)\n Perks & Benefits 401(k) with Employer Match\n Health Insurance (with HSA option)\n Dental Insurance\n Vision Insurance\n Life Insurance\n Flexible Paid Time Off Policy\n Flexible Spending Account (FSA)\n Healthy Work/Life Balance\n Maternity/Paternity Leave Policy\n Stimulating Environment\n At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.\n Team-Oriented\n Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.\n Why World? Great company culture with an awesome team-oriented atmosphere!\n Mentorship Opportunities\n Ability to participate in various Employee Resource Groups (EmpowHER, Mosaic, NextGen)\n Professional growth opportunities\n Friendly and collaborative work environment\n World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.\n 1 As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.\n#LI-MS1",
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      "description": "<span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"line-height:107%;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"line-height:107%;\"><span style=\"color:#2f5496;\">About World Investment Advisors</span></span></b></span></span><br><span style=\"letter-spacing:-0.25pt;\">As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets<sup>1</sup> across 65 offices and 310 team members.</span></span></span><br><br><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Senior Financial Advisor<br>Position Objective</span></b></span><br><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\">The Senior Financial Advisor will deliver comprehensive financial planning and investment management services to clients.</span></span></span><br><br><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Typical Duties and Responsibilities</span></b></span></span></span></span><ul><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Serve as a trusted advisor to high-net-worth and mass-affluent clients, delivering comprehensive financial planning and investment advice</span></span></span></span></span></span></li><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Develop and implement personalized financial plans, including retirement, tax, estate, education, and risk management strategies</span></span></span></span></span></span></li><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Design, manage, and monitor client investment portfolios in alignment with client goals, risk tolerance, and fiduciary standards</span></span></span></span></span></span></li><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Conduct regular client reviews, proactively recommending portfolio and planning adjustments as circumstances or markets change</span></span></span></span></span></span></li><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Build and maintain strong, long-term client relationships through exceptional service and clear communication</span></span></span></span></span></span></li><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Collaborate with internal teams and external professionals (CPAs, attorneys, estate planners) to deliver holistic advice</span></span></span></span></span></span></li><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Mentor junior advisors and support team development, as needed</span></span></span></span></span></span></li><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Ensure compliance with RIA regulations, internal policies, and fiduciary best practices</span></span></span></span></span></span></li><li style=\"margin-left:32px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"background:#FFFFFF;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#000000;\"><span style=\"letter-spacing:0pt;\">Contribute to business development efforts through referrals, client retention, and strategic growth initiatives</span></span></span></span></span></span></li></ul><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Position Requirements</span></b></span></span></span><ul><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\">Bachelor’s degree in finance, economics, business, or related field</span></span></span></span></li><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\">5-10 years of experience in financial services or client-facing roles</span></span></span></span></li><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\">Series 65 (or ability to obtain within a specified timeframe)</span></span></span></span></li><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\">CFP® designation preferred</span></span></span></span></li></ul><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Preference Given to Candidates with the Following Qualifications:</span></b></span></span></span><ul><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\">Strong analytical, organizational, and communication skills</span></span></span></span></li><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\">High attention to detail and client service orientation</span></span></span></span></li><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\">Ability to learn quickly in a fast-paced advisory environment</span></span></span></span></li><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\">Proficiency with Microsoft Excel and financial planning software (e.g., Money Guide Pro, Tamarack, Junxure, Redtail)</span></span></span></span></li></ul><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Perks & Benefits</span></b></span></span></span><ul><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">401(k) with Employer Match</span></span></li><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Health Insurance (with HSA option)</span></span></li><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Dental Insurance</span></span></li><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Vision Insurance</span></span></li><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Life Insurance</span></span></li><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Flexible Paid Time Off Policy</span></span></li><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Flexible Spending Account (FSA)</span></span></li><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Healthy Work/Life Balance</span></span></li><li style=\"text-align:justify;margin-left:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Maternity/Paternity Leave Policy</span></span></li></ul><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Stimulating Environment</span></b></span><br><span style=\"letter-spacing:-0.25pt;\">At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. </span><br><br><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Team-Oriented</span></b></span><br><span style=\"letter-spacing:-0.25pt;\">Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. </span><br><br><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Why World? </span></b></span></span></span><ul><li style=\"text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Great company culture with an awesome team-oriented atmosphere! </span></span></li><li style=\"text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Mentorship Opportunities </span></span></li><li style=\"text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ability to participate in various Employee Resource Groups (EmpowHER, Mosaic, NextGen)</span></span></li><li style=\"text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Professional growth opportunities </span></span></li><li style=\"text-align:justify;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Friendly and collaborative work environment </span></span></li></ul><br><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\">World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.</span><br><br><span style=\"letter-spacing:-0.25pt;\"><sup>1</sup>As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.</span></span><br><br>#LI-MS1</span>",
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