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Service Advisor Location: Hybrid; based in Westfield, NJ Compensation: $100,000 to $110,000 base salary plus bonus opportunity | Full-Time | W2 with benefits About the Role: Our client is seeking a Service Advisor to join an established and growing wealth management team in a role designed for someone who wants to deepen their planning and client relationship experience today, while building toward an advisor-track future over time. This is a client-facing position where you will work closely with a senior advisor, gain meaningful exposure to high-quality client work, and play an active role in financial planning, investment implementation, and relationship management. For the right person, this is an opportunity to step into a strong team, learn from an experienced advisor, and grow into greater client ownership. What You’ll Do: • Partner closely with a senior advisor to prepare and deliver comprehensive financial plans, • Participate in and lead client meetings, playing an active role in follow-up, planning discussions, and ongoing relationship support, • Serve as a responsive point of contact for clients and help deliver a high-touch service experience, • Implement investment recommendations and support account-related transactions, • Analyze client data to identify planning opportunities and next-step recommendations, • Maintain accurate documentation across CRM and financial planning systems, • Support client retention, relationship deepening, and overall client satisfaction, • Learn the firm’s planning philosophy, technology stack, and service model while continuing to grow your advisory skill set What We’re Looking For: • 5+ years of experience in a Service Advisor, Associate Advisor, or similar client-facing wealth management role, • Active Series 65 or Series 66 license, • Strong foundation in financial planning, investments, and client relationship management, • Experience working in an RIA environment preferred, • Someone who is proactive, polished, and motivated to grow over time into increased client responsibility, • Strong organizational skills with the ability to manage multiple priorities effectively, • Clear communicator who works well as part of a collaborative team, • Bachelor’s degree in Finance, Business, or a related field preferred, • CFP designation or progress toward CFP preferred; experience with Fidelity or Schwab platforms is a plus Why This Role: • Ideal for someone who wants to become a stronger advisor and eventually grow into relationship ownership, • Learn directly from an experienced senior advisor in a high-quality, client-facing environment, • Build deeper planning, investment, and client management skills inside a respected firm, • Opportunity to earn increasing responsibility and take on client relationships over time, • Join a collaborative team where growth is supported, and strong performance is noticed Firm Highlights: • Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business for at least one year and has a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff, along with an engagement & satisfaction survey completed by at least 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge for inclusion in this award listing., • Inc 5000 in 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which comprises more than 5,000 companies and represents virtually all of the capitalization of the entire U.S. stock market.

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor - New Jersey Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. 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. #LI-CM1 Powered by JazzHR zmFnpjpwxr

Job DescriptionCompany Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality. Primary Responsibilities • Evaluates exposures, obtains quotes, review, negotiate and finalize quotes, • Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations., • Determines Markets within Core Carrier Strategy, • Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor., • Creates complete carrier submission and submits, • Obtains signed binding and notifies carriers, • Reviews binding documents for accuracy, • Contract Reviews, • Set up and maintain accurate account details, contacts, and policy information in EPIC, • Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance, • Attach, organize, and name documents in EPIC, • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc., • Create activities in EPIC and assign to applicable team member, • Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review. Work Experience • 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages Professional Licenses/Certifications • Must hold state Property & Casualty insurance license Essential Skills/Competencies • Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products., • Able to understand new technology platforms quickly., • Proficient in agency management systems (EPIC) and carrier sites., • Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues., • Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative, • Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs., • Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert., • Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects., • Able to solve difficult problems that are not routine, but not overly complex., • Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them., • Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service. Education • High School Diploma or equivalent experience. Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $73,300 to $90,500. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details. Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. 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. #LI-MA1 Powered by JazzHR bhiLx6hOAF

Job DescriptionCompany Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Consolidations Broking Associate has a strong ability to influence and negotiate with trading partners to achieve optimal outcomes for clients and prospective clients. This position works under the direction of senior staff to coordinate consolidation activities on new and renewal business in support of business retention and production goals. The Consolidations Broking Associate will be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting, and legislative changes and will build and grow relationships with clients, carrier representatives, and fellow World associates. Primary Responsibilities • Coordinate consolidation strategy with World Client Advisors and Account Managers to achieve optimal outcomes for clients and prospective clients, • Lead a competitive coverage consolidation process and demonstrate strong negotiation skills to achieve appropriate cost, coverage, and capacity targets for clients and prospective clients, • Maintain productive and responsive relationships with underwriters at World’s key Trading Partners, • Participate as requested by senior staff in program design and placement strategy meetings with client advisors and account executives, • Promote utilization of strategic Trading Partners critical to maintaining secure and dependable relationships for World to generate optimal outcomes for clients and prospective clients, • Collaborate with National Placement resources as necessary to ensure client’s and prospective client’s coverage needs are comprehensively addressed, • Support senior staff in larger, more complex placements as requested, • Recommend commercial insurance program designs to the Client Advisor and/or Account Manager after review with senior staff, • Assist with the preparation of submissions and applications required by the underwriting community, • Direct submissions to the appropriate trading partners and negotiate best in class coverage terms, conditions, capacity, and cost, • Prepare coverage comparisons based upon quotations and proposals received from underwriters, • Serve as secondary internal source of information concerning market trends, pricing practices, and other underwriting policies, • Maintain focus on World-authorized workflow and standard operating procedures to support consistency across the World enterpriseWork Experience, • 2+ years’ experience in Commercial Property and CasualtyProfessional Licenses/Certifications, • Licensed Property & Casualty insurance producer in resident state, • Preferred insurance designation such as ARM or CPCU Essential Skills/Competencies • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Basic understanding of standard property and casualty insurance programs, • Purposeful, results-driven, competitive, tenacious desire to win, • Knowledgeable of the insurance marketplace and keeps current with marketplace changes, • Strong ability to influence and negotiate with trading partner peers, and achieve optimal outcomes for clients and prospective clients, • Broad and diverse knowledge of the global insurance industry marketplace including:, • Small Commercial and Middle Market account segments, • Standard property and casualty products, • Excess and Surplus Lines marketplace and how to access, • Commercial Insurance program designs Education • 4-year college degree from an accredited institution or equivalent professional designation, • Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $53,500 to $66,100. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details. Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. 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. #LI-MA1 Powered by JazzHR OVk0C7YJgN

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Employee Benefits Sales Executive (Client Advisor) Position Overview World’s Client Advisors bring comprehensive risk management and employee benefit solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new employee benefits clients (small, medium, and large businesses) by leveraging World’s unique capabilities and broad market access. While your main focus is on designing and delivering employee benefits programs—including medical, dental, vision, life, disability, and voluntary benefits—you are also empowered to help clients with complementary solutions such as commercial and personal lines insurance, 401(k) and retirement plans, and payroll and human resources outsourcing services. World’s investment in a full suite of insurance and business solutions means you can engage with organizations of any size and industry to deliver meaningful value to your clients. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients build a capital-efficient and employee-centric program designed to mitigate their unique exposures. Using modern approaches, our highly technical team utilizes data and forensic underwriting to drive superior financial outcomes while helping clients attract, retain, and motivate talent. We are growing rapidly, and we are looking for future leaders. To learn more about us, please visit https://eb.worldinsurance.com/ Our Client Advisors ... • Are responsible for identifying, soliciting, and closing new Employee Benefits business, • Utilize cold calls, prospecting emails, mail, professional associations, and networking to identify, contact, cultivate and close new business opportunities, • Identify opportunities to bring all of World's solutions to our clients - beyond employee benefits (and enjoy the financial rewards of doing so), • Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage, • Identify opportunities to round out accounts for existing clients, • Drive account retention and maintain client relationships through renewal workflows. Our Employee Benefits Client Advisors . . . • . . .Bring 3-5 years+ of experience working in an insurance brokerage or carrier, • . . .Are personable and highly motivated to grow personal success, • . . . Leverage excellent listening skills and consistently demonstrate a strong customer focus as well as a sustained sense of urgency and ability to meet deadlines, • . . . Are consultative and bring a positive and resourceful approach to dealing with prospective clients and associates, • . . . Have experience with Employee Benefits and Sales software platforms such as BenefitPoint and sales CRM’s like HubSpot, • . . . Work independently and enjoy a high degree of interaction with team members, • . . . Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives, • . . . Consistently demonstrate effective written and verbal communication skills, • . . . Possess a strong attention to detail and the ability to solve problems with minimal assistance, • . . . Demonstrate the highest levels of discretion surrounding sensitive information Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+, depending upon your level of experience. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. 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. #LI-AS1 Powered by JazzHR StqFIlAOE4

Job Description:\n\nPosition ObjectiveThis role is responsible for delivering a seamless client and advisor experience by managing client onboarding and account transitions, providing high-level administrative support to advisors, and executing key marketing and business development activities. The position partners closely with advisors, leadership, compliance, and external vendors to ensure accurate paperwork processing, consistent communications, strong digital presence, and successful internal/external events.This individual must be highly organized, detail-oriented, and able to manage multiple priorities with tight deadlines—while maintaining excellent client service and brand professionalism.Typical Duties and ResponsibilitiesClient Relationship & Account ManagementLead client onboarding and account transitions, ensuring accuracy and completeness of all paperworkRespond to client inquiries and coordinate issue resolution with custodians, TPAs, and internal teamsMonitor client satisfaction and identify opportunities to enhance service deliveryTrack service timelines, reviews, renewals, and compliance requirements Advisor & Operational SupportServe as primary administrative support to advisorsPrepare client reviews, investment updates, and reporting materialsMaintain CRM (Redtail) and client documentationTrack transfers (ACATs, annuities, asset movements) and follow up on statusDevelop and maintain documented workflows and internal processes Client Deliverables & ReportingPrepare performance reports, benchmarking analysis, and fiduciary documentationCompile quarterly monitoring reports and meeting materialsEnsure timely and accurate completion of all client deliverablesAssist with fee analysis and plan design updates Administrative & CoordinationSchedule meetings and manage advisor/client calendarsPrepare and assemble proposals, implementation paperwork, and presentationsPrint, bind, and package client deliverablesMaintain organized electronic and physical client files Marketing & Digital OperationsConduct daily website reviews; update content, resolve issues, and manage inbound leadsExecute advisor outreach campaigns using LinkedIn Sales NavigatorManage firm social media (LinkedIn, Facebook), including content creation and engagement trackingMonitor marketing platforms (e.g., FMG Suite) and publish approved content Marketing Campaigns & CommunicationsCoordinate and execute weekly and monthly email campaigns (market commentary, advisor communications)Upload, review, and publish approved content in compliance with regulatory requirementsMaintain email distribution lists (Constant Contact / Redtail integration)Track campaign performance and engagement metrics Marketing Analytics & ReportingAnalyze weekly social media and website performance (followers, impressions, clicks, traffic)Maintain and update marketing scorecards and reporting dashboardsIdentify trends and recommend improvements to engagement strategies Events & Business Development SupportCoordinate advisor training events, client events, and firm-wide meetingsManage logistics including venue, registration, materials, vendors, and communicationsSupport marketing collateral development (flyers, presentations, postcards, campaigns)Coordinate co-branded marketing initiatives and external vendor partnerships Additional ResponsibilitiesDevelop, document, and improve internal systems and processesAssist with RFP responses and business development initiativesComplete special projects and other duties as assignedPosition RequirementsStrong understanding of financial services and securities industry regulationsExcellent analytical, organizational, and time management skillsStrong attention to detail and accuracyExceptional interpersonal and communication skillsProficiency in CRM systems, marketing platforms, and Microsoft Office toolsAbility to manage multiple priorities under tight deadlinesHigh level of professionalism and client service orientationHighly organized and detail-orientedProactive and solutions-drivenStrong collaborator and communicatorClient-focused with a service-oriented mindsetComfortable balancing operations, client service, and marketing responsibilitiesPerks & Benefits401(k) with Employer MatchHealth Insurance (with HSA option)Dental InsuranceVision InsuranceLife InsurancePaid Time Off PolicyFlexible Spending Account (FSA)Healthy Work/Life BalancePaid Parental LeaveRemote Work OpportunityAbout World Investment AdvisorsAs 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 $72.7B assets1 across 100+ offices and 609 team members.Stimulating EnvironmentAt 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-OrientedProfessionals 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?Great company culture with an awesome team-oriented atmosphere!\Mentorship OpportunitiesAbility to serve on different Employee Resource Groups (EmpowHer, Mosaic & NextGen Collective)Professional growth opportunities—Tuition Sponsorship, Professional Memberships and Professional DevelopmentFriendly and collaborative work environmentEmployee perks including employee appreciation and charitable giving/volunteering opportunitiesWorld 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.1As of December 31, 2025, the WIA network of advisors and firms collectively provides support to over $70 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.Position ObjectiveThis role is responsible for delivering a seamless client and advisor experience by managing client onboarding and account transitions, providing high-level administrative support to advisors, and executing key marketing and business development activities. The position partners closely with advisors, leadership, compliance, and external vendors to ensure accurate paperwork processing, consistent communications, strong digital presence, and successful internal/external events.This individual must be highly organized, detail-oriented, and able to manage multiple priorities with tight deadlines—while maintaining excellent client service and brand professionalism.Typical Duties and ResponsibilitiesClient Relationship & Account ManagementLead client onboarding and account transitions, ensuring accuracy and completeness of all paperworkRespond to client inquiries and coordinate issue resolution with custodians, TPAs, and internal teamsMonitor client satisfaction and identify opportunities to enhance service deliveryTrack service timelines, reviews, renewals, and compliance requirements Advisor & Operational SupportServe as primary administrative support to advisorsPrepare client reviews, investment updates, and reporting materialsMaintain CRM (Redtail) and client documentationTrack transfers (ACATs, annuities, asset movements) and follow up on statusDevelop and maintain documented workflows and internal processes Client Deliverables & ReportingPrepare performance reports, benchmarking analysis, and fiduciary documentationCompile quarterly monitoring reports and meeting materialsEnsure timely and accurate completion of all client deliverablesAssist with fee analysis and plan design updates Administrative & CoordinationSchedule meetings and manage advisor/client calendarsPrepare and assemble proposals, implementation paperwork, and presentationsPrint, bind, and package client deliverablesMaintain organized electronic and physical client files Marketing & Digital OperationsConduct daily website reviews; update content, resolve issues, and manage inbound leadsExecute advisor outreach campaigns using LinkedIn Sales NavigatorManage firm social media (LinkedIn, Facebook), including content creation and engagement trackingMonitor marketing platforms (e.g., FMG Suite) and publish approved content Marketing Campaigns & CommunicationsCoordinate and execute weekly and monthly email campaigns (market commentary, advisor communications)Upload, review, and publish approved content in compliance with regulatory requirementsMaintain email distribution lists (Constant Contact / Redtail integration)Track campaign performance and engagement metrics Marketing Analytics & ReportingAnalyze weekly social media and website performance (followers, impressions, clicks, traffic)Maintain and update marketing scorecards and reporting dashboardsIdentify trends and recommend improvements to engagement strategies Events & Business Development SupportCoordinate advisor training events, client events, and firm-wide meetingsManage logistics including venue, registration, materials, vendors, and communicationsSupport marketing collateral development (flyers, presentations, postcards, campaigns)Coordinate co-branded marketing initiatives and external vendor partnerships Additional ResponsibilitiesDevelop, document, and improve internal systems and processesAssist with RFP responses and business development initiativesComplete special projects and other duties as assignedPosition RequirementsStrong understanding of financial services and securities industry regulationsExcellent analytical, organizational, and time management skillsStrong attention to detail and accuracyExceptional interpersonal and communication skillsProficiency in CRM systems, marketing platforms, and Microsoft Office toolsAbility to manage multiple priorities under tight deadlinesHigh level of professionalism and client service orientationHighly organized and detail-orientedProactive and solutions-drivenStrong collaborator and communicatorClient-focused with a service-oriented mindsetComfortable balancing operations, client service, and marketing responsibilitiesPerks & Benefits401(k) with Employer MatchHealth Insurance (with HSA option)Dental InsuranceVision InsuranceLife InsurancePaid Time Off PolicyFlexible Spending Account (FSA)Healthy Work/Life BalancePaid Parental LeaveRemote Work OpportunityAbout World Investment AdvisorsAs 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 $72.7B assets1 across 100+ offices and 609 team members.Stimulating EnvironmentAt 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.CompensationThis is a New Jersey based position with a competitive benefits package. The base salary ranges from $55,000 to $65,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: https://www.worldinsurance.com/careers.Team-OrientedProfessionals 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? Great company culture with an awesome team-oriented atmosphere! Mentorship Opportunities Ability to serve on different Employee Resource Groups (EmpowHer, Mosaic & NextGen Collective) Professional growth opportunities—Tuition Sponsorship, Professional Memberships and Professional DevelopmentFriendly and collaborative work environment Employee perks including employee appreciation and charitable giving/volunteering opportunitiesWorld 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.1As of December 31, 2025, the WIA network of advisors and firms collectively provides support to over $70 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. Powered by JazzHR RXgztPMIjg

Job Description World Insurance Associates (“World”) is a leading financial services organization with a global network of brokers and specialists dedicated to helping individuals and families make informed decisions about protecting what matters most. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S., with nearly 3,000 employees across more than 300 offices in North America and the U.K. World specializes in personal insurance solutions for affluent and high-net-worth individuals, alongside commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll and HR solutions. Our collaborative platform allows advisors to deliver comprehensive, customized risk management strategies that evolve with clients’ lifestyles and financial goals. Private Client Sales Executive (Client Advisor) Position Overview World’s Personal Lines Client Advisors serve as trusted risk management partners to individuals and families. This role is centered on identifying, prospecting, cultivating, and closing new personal lines and private client relationships, with an emphasis on high-net-worth households. You will work closely with affluent individuals, families, family offices, wealth managers, and other key centers of influence to deliver sophisticated personal insurance solutions, including home, auto, umbrella, valuables, and specialty coverages. While your primary focus is personal lines, World’s broad platform empowers you to collaborate across disciplines to meet the full spectrum of a client’s risk and financial needs. Imagine the opportunity to build a high-quality personal lines book with the support, resources, and brand of a Top 25 brokerage. Primary Responsibilities • Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts, • Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners, • Serve as a trusted advisor by understanding clients’ lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions, • Execute sales and marketing strategies—supported by World’s extensive corporate marketing resources—to move prospects through the sales funnel to close, • Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability, • Utilize World’s expansive platform to deliver comprehensive solutions, including personal lines insurance, high-net-worth/private client services, and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriate Qualifications • Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals, • Demonstrated ability to position yourself as a trusted risk management advisor and long-term relationship partner, • Willingness to bring the full World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes, • Active and maintained insurance licenses from day one of employment, enabling management of an existing or developing book of business Preferred, but Not Required • Experience selling personal insurance through a top brokerage or private client group, • Familiarity with agency management systems such as AMS360 or Epic, and experience using a CRM (World uses HubSpot), • Experience building and presenting professional client proposals or coverage presentations Compensation As a Personal Lines Client Advisor, compensation is directly tied to your effort, performance, and book growth. We offer a base salary plus commissions, along with a comprehensive benefits package that includes a 401(k) with immediate vesting. • Base salary range: $60,000 to $200,000+, • Base salary is determined by experience and revenue-driving capability, • Base salary increases as your book of business grows, with significant upside potential well beyond the stated range Equal Employment Opportunity World celebrates and supports diversity among its employees. We believe that a workplace rich in diverse experiences, perspectives, and ideas allows both our people and our organization to thrive. World is proud to be an equal opportunity employer and is committed to providing reasonable accommodations to qualified individuals with disabilities, unless doing so would create undue hardship. Notice to Executive Search Firms and Staffing Agencies World Insurance Associates does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered the property of World, and no referral fees will be paid. #LI-AS1 Powered by JazzHR mMxNdE0Yhd

Financial Solutions Advisor - Central NJ Market. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage

The Financial Advisor (FA) role is a three-year program with a forgivable draw, designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. One of Insight Global's large banking clients is seeking a Financial Advisor

Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business for at least one year and has a minimum of 15 full-time/part-time employees. This is a client-facing positi

Job Description Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance. Prosperity- An EisnerAmper Company is seeking a Chief Investment Officer who will be the firm's strategic investment leader, responsible for shaping longterm investment direction, driving platform innovation, and ensuring portfolios reflect the firm's taxaware philosophy. The CIO leads and oversees the Investment Committee, sets investment policy, and guides firmwide research, asset allocation, and manager selection. This role partners closely with executive leadership to align investment strategy with organizational goals and growth initiatives while developing and mentoring a highperforming investment team. What it Means to Work for Prosperity You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will Be Responsible For Investment Committee Leadership: Chair and oversee the Investment Committee; set agendas, lead deliberations, document decisions, and ensure governance standards are upheld. Strategic Investment Direction: Define and evolve the firm's longterm investment roadmap, ensuring alignment with client needs, market conditions, and firm strategy. Portfolio Oversight: Oversee model portfolios and discretionary strategies; ensure consistency with investment philosophy, client objectives and regulatory requirements. Research and Selection: Lead due diligence, selection, and monitoring of external managers, ETFs, mutual funds, and alternative investments. Risk Management: Establish and monitor risk limits, stress testing, and performance attribution processes. Team Leadership: Manage, mentor, and evaluate a team of six investment professionals, including three portfolio managers; recruit and retain top talent. Prior integration and project management experience a plus. Client and Advisor Engagement: Present investment strategy and performance to internal advisors and clients; support business development efforts. Public Speaking and Thought Leadership: Represent the firm at conferences, client events, and industry panels; develop thought leadership content to support business development and advisor education. CrossFunctional Collaboration: Partner with operations, trading, planning, and executive leadership to ensure seamless implementation and support firmwide initiatives. Governance and Compliance: Maintain investment governance standards and ensure adherence to regulatory requirements. Basic Qualifications Bachelor's degree in Finance, Economics, or related field. 15+ years of progressive investment management experience, including leadership of investment teams. Preferred/Desired Qualifications Demonstrated experience in portfolio construction, manager selection, and risk management. Strong knowledge of tax-aware portfolio construction and tax-efficient implementation techniques. Excellent communication skills with experience presenting to senior executives, advisors, and clients. Chartered Financial Analyst (CFA) designation. Prior experience as a Director of Investments, Head of Investments, or equivalent senior investment leadership role. Experience managing multi-asset and alternative strategies within an RIA or wealth management environment. Familiarity with portfolio management systems, performance attribution tools, and trading platforms. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com Preferred Location Iselin #J-18808-Ljbffr

Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. As a Senior Wealth Advisor, you will partner closely with a d

Insurance Sales Producer - Private Equity Client Advisor. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Engage in all sales and marketing tactics (wit

About The Role We're looking for experienced investment banking, capital markets, or M&A professionals to advise on live transactions on an ad hoc basis. What You'll Do Support live mandates where your expertise adds direct value Join select client or investor calls to strengthen senior-level posi

Bank Of America Financial Advisor. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Work

As a Talent Development Advisor for Commercial and Investment Banking within our team, you will partner with a senior Talent Advisor to support the delivery of talent management processes inclusive of talent reviews, promotion, succession planning and manager development for your aligned client segm

Investment Advisor – Client Acquisition (Remote) About Ridgewood Investments Ridgewood Investments is an investment advisor delivering intelligent, long-term money management solutions. Key Responsibilities Execute consistent outbound calls and follow-ups to engage prospective clients Navigate

Investment Strategy & Advisory. Lead the evaluation of embedded finance opportunities and contribute to advisory on investment strategies. Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts.

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

FedEx - - Responsibilities: Loading, unloading, and sorting of packages of various sizes; Fast-paced and physical warehouse work; May include working one or two shifts depending on part/full-time status; Overtime paid after 40 hours a week.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Richmond Valley Veterinary Practice is seeking experienced Veterinary Receptionist (Customer Service Representative) to join our incredible team.We are a busy small animal practice located in the Tottenville section of Staten Island.This is an easy commute from New Jersey as we are 5 minutes from th

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Are you passionate about making a difference in people's lives? Do you enjoy working in a service-oriented industry? If so, this opportunity may be the right fit for you!.Modivcare is looking for an Administrative Assistant to partner with the General Manager on clerical and technical support for th

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Patient Service Representative.The Patient Service Representative (PSR) is responsible for welcoming and providing exemplary customer service to all our incoming patients at CityMD.The person in this position is responsible for registering patients and coordinating with the rest of the team to provi

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Performs diversified secretarial duties supporting management and/or a physician.Performs diversified secretarial duties including, but not limited to:.Typing various forms of correspondence.Scheduling appointments, meetings, etc.Transmitting various documents using computer, mail, and/or fax.Mainta

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Tribeca Pediatrics Front Desk Receptionist.Tribeca Pediatrics was founded by Dr.Michel Cohen, in 1994, and has grown into New York City's largest and most respected primary care pediatric practice.With over 50 locations in vibrant neighborhoods throughout the New York City metro area and New Jersey,