Full-Time Financial Advocate

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

1. Client Support and Communication
2. Respond to participant inquiries via phone, email, and chat with integrity, ensuring client satisfaction.
3. Assist clients with enrollment in SMARTMap® Financial Wellness program tools and resources.
4. Manage participant interactions in Salesforce, ensuring accuracy, completeness, and timely follow-ups.
5. Guide transactional requests such as account changes, rollovers, loans, and withdrawals, coordinating with retirement plan providers as necessary.
6. Financial Advocacy
7. Serve as a Financial Advocate, assisting participants in utilizing SMARTMap® tools throughout their financial journeys.
8. Provide personalized advice through Foundational Planning, addressing both retirement-related topics and broader financial needs such as budgeting and debt management.
9. Conduct outbound calls for Foundational Planning and handle inbound calls as needed.
10. Promote positive participant behaviors in savings, engagement, and financial wellness to support retirement readiness.
11. Collaboration and Strategy
12. Collaborate with the Advisor Support, Marketing, and Compliance departments to fulfill client requests.
13. Work closely with the Participant Engagement Team to expand the Foundational Planning program through research and partnerships.
14. 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

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