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Junior Financial Advisor: in Planning & Investments
Job in
New Berlin, Waukesha County, Wisconsin, 53151, USA
Listed on 2026-06-23
Listing for:
World Insurance As
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
World Insurance As in New Berlin, Wisconsin, is seeking a Junior Financial Advisor to support senior advisors in delivering comprehensive financial planning and investment management services to clients. This position aims to help the ideal candidate develop foundational advisory skills while progressing toward lead advisor responsibilities.
The ideal candidate will have a Bachelor’s degree in a relevant field and 2-5 years of experience in financial services. Responsibilities include assisting in financial plans, conducting client meetings, and maintaining accurate client records.
Perks include 401(k) with employer match, health insurance options, and a flexible paid time off policy.
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