Senior Financial Advisor
World Insurance Associates, LLC.
About this role
World Investment Advisors is a financial services firm specializing in wealth management and retirement plan investment advisory services for high net worth individuals, families, and employers. They focus on delivering comprehensive financial planning and investment management while fostering a collaborative, team-oriented work environment.
Skills
Qualifications
About World Insurance Associates, LLC.
worldinsurance.comWorld Insurance Associates LLC is an independent insurance agency that provides personal and business insurance solutions. Its advisors leverage relationships with dozens of insurance markets to find cost‑effective, customized coverage for individuals and companies. The firm emphasizes "Relationships. Resources. Results." — offering tailored advice, policy placement, and ongoing advocacy to help clients manage risk and control costs.
About World Insurance Associates, LLC.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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View leadership team, funding history,
and employee contacts for World Insurance Associates, LLC..
Salary
$66k – $115k
per year