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Financial Advocate

Remote: 
Full Remote
Contract: 
Full time
Salary: 
65 - 70K yearly
Experience: 
Mid-level (2-5 years)
Work from: 
United States

Offer summary

Qualifications:

1-3 years in customer service or operations support, Bilingual in Spanish preferred but not required, FINRA licenses (Series 65 or 63/6) highly encouraged, BA/BS degree preferred.

Key responsabilities:

  • Provide personalized financial support to participants
  • Respond to client inquiries across multiple communication channels

World Insurance Associates LLC logo
World Insurance Associates LLC Insurance Large https://www.worldinsurance.com/
1001 - 5000 Employees
About World Insurance Associates LLC
World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals.We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial planning, retirement planning, and human capital management solutions.Our advisors are experts in their field, and we cater to specialized industries such as transportation, last mile delivery, hospitality, medical, healthcare, self-storage facilities, sports clubs, technology, hedge funds, startups, nonprofits, education, public entity, food and beverage, retail, construction, and manufacturing.Serving more than 200,000 clients, we have offices around the country, so you get attentive service from a local professional who personally knows you and your business and who will work with you to solve your insurance, risk, and HR management challenges.This means you never have to compromise again when it comes to managing and protecting your most important assets—your people and your business.
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Job description

 Financial Advocate/Senior, Client Operations Associate (Fully Remote)

We are seeking a client-focused, driven professional with financial services experience to bring their expertise and enthusiasm to our growing, collaborative team. At WORLD Investment Advisors, we’re redefining client success by offering innovative financial guidance through our proprietary SMARTMap® Financial Wellness platform.

If you’re passionate about helping others achieve financial confidence and are looking for a role with professional growth, meaningful work, and a supportive environment, this is the opportunity for YOU!

As a Financial Advocate, you will provide personalized support to participants on their financial journeys, leveraging tools and resources from our SMARTMap® Financial Wellness program. You’ll also offer guidance through our Foundational Planning service, covering topics such as investment allocation, budgeting, and retirement planning. The ideal candidate thrives in a fast-paced, team-oriented environment and is motivated to make a difference in people’s financial well-being.


Typical Duties and Responsibilities

Client Support and Communication
  • Respond to participant inquiries via phone, email, and chat with integrity, ensuring client satisfaction.
  • Assist clients with enrollment in SMARTMap® Financial Wellness program tools and resources.
  • Manage participant interactions in Salesforce, ensuring accuracy, completeness, and timely follow-ups.
  • Guide transactional requests such as account changes, rollovers, loans, and withdrawals, coordinating with retirement plan providers as necessary.
Financial Advocacy
  • Serve as a Financial Advocate, assisting participants in utilizing SMARTMap® tools throughout their financial journeys.
  • Provide personalized advice through Foundational Planning, addressing both retirement-related topics and broader financial needs such as budgeting and debt management.
  • Conduct outbound calls for Foundational Planning and handle inbound calls as needed.
  • Promote positive participant behaviors in savings, engagement, and financial wellness to support retirement readiness.
Collaboration and Strategy
  • Collaborate with the Advisor Support, Marketing, and Compliance departments to fulfill client requests.
  • Work closely with the Participant Engagement Team to expand the Foundational Planning program through research and partnerships.
  • Serve as a point of contact for advisors and employers seeking strategies to increase participant engagement.


Position Requirements
  • FINRA licenses (Series 65 or 63/6) are highly encouraged for applicants. If you do not currently hold these licenses, we expect you to obtain them within six months of hire. Please note that obtaining these licenses is tied to the compensation outlined for this role.
  • BA/BS degree from an accredited university preferred, but not required
  • Previous experience in the finance and/or investment market/securities preferred, but not required
  • 1-3 years of experience in customer service, operations support or administrative support role
  • Bilingual in Spanish preferred but not required
  • Superb verbal, written communication, and interpersonal skills
  • Superb computer skills, including familiarity with Microsoft Office Suite, Salesforce, and/or HubSpot
  • Strong attention to detail
  • Ability to work efficiently and accurately under pressure and to meet deadlines
  • Ability to work independently and to proactively seek new responsibilities
  • Ability to work well in a team environment with multiple departments
  • Emotional intelligence (EQ), Attunement and Empathy

Compensation
The salary for this position generally ranges between $65,000-$70,000. We may ultimately pay more or less than the posted range, and the range may change in the future. Pay within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs. The firm also has a bonus program.

Perks & Benefits
  • 401(k) with Employer Match
  • Health Insurance (with HSA option)
  • Dental & Vision Insurance
  • Life Insurance
  • Generous Paid Time Off Policy
  • Mental Health Days
  • Flexible Spending Account (FSA)
  • Healthy Work/Life Balance
  • Maternity/Paternity Leave Policy

About World Investment Advisors
World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, World Investment Advisors supports $76B assets1 across 65 offices and 310 team members.

Stimulating Environment
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.

Team-Oriented
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.

Why World Investment Advisors?
  • Great company culture with an awesome team-oriented atmosphere!
  • Mentorship Opportunities
  • Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)
  • Professional growth opportunities
  • Friendly and collaborative work environment
  • Employee perks, including fun team building opportunities, yoga/wellness, charitable giving/volunteering.

World Investment Advisors, LLC 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 Investment Advisors is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity, and other qualities that make us all different.

World Investment Advisors DEI Statement:

At WORLD Investment Advisors, we are committed to fostering a workplace that values diversity, inclusion, and the exchange of ideas from a variety of perspectives. We strongly encourage women, individuals from underrepresented communities, LGBTQIA+ individuals, and members of other marginalized groups to apply.

WORLD Investment Advisors is an equal opportunity employer. We do not discriminate based on race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, veteran status, or any other legally protected characteristic.

We are dedicated to building an inclusive environment where team members from diverse backgrounds, experiences, abilities, and viewpoints can thrive and contribute to our shared mission.


To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. 

1As of 12/31/2023, the World Investment Advisors 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.


#LI-REMOTE #LI-KC1
 

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

SalesforceClient ServicesInvestment Account ManagementRetirement PlanningHubSpot CRM

Other Skills

  • Advocacy
  • Customer Service
  • Budgeting
  • Teamwork
  • Emotional Intelligence
  • Communication
  • Detail Oriented
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