WTW
The Investment Advisor Representative delivers investment advisory services to individual clients using a hybrid robo-human advisory model. The role focuses on providing ongoing portfolio management, asset allocation recommendations, and discretionary investment advice while ensuring regulatory compliance and high-quality client service. Advisors leverage technology-enabled tools and structured workflows to efficiently support multiple client engagements.
Headquarters
London, England, United Kingdom
Company Size
10001+ employees
Founded
1828
WTW (Willis Towers Watson) is a global advisory, broking and solutions firm that delivers data-driven, insight-led services across people, risk and capital. It provides HR and benefits consulting, insurance and reinsurance broking, risk management, investment and retirement solutions, and workforce analytics and technology. Employers, insurers, asset managers and governments use WTW’s analytics, actuarial expertise and digital tools to design benefits, manage risk and optimize capital. The firm emphasizes data and technology to guide strategic decisions and operational programs worldwide.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for WTW.