Financial Advisor

Role Description: The Financial Advisor at World Fuel Services, Inc. is a full-time remote role responsible for providing clients with comprehensive financial guidance aligned with their goals and risk profiles. Day-to-day tasks include assessing client financial situations, developing tailored financial and retirement plans, and recommending appropriate investment strategies. The role involves monitoring client portfolios, preparing financial reports, and conducting regular reviews to adjust plans based on market changes and life events. The Financial Advisor will collaborate with internal teams to ensure solutions are aligned with company offerings, maintain accurate documentation, and comply with relevant financial regulations and internal policies. This role also requires proactive communication, client education on financial concepts, and ongoing relationship management to support long-term client success.

Qualifications: Candidates should possess strong skills in Financial Planning and Financial Advisory to analyze client needs and provide comprehensive guidance. Candidates should possess solid Finance and Investments knowledge to evaluate options, manage portfolios, and explain risk and return to clients. Candidates should possess expertise in Retirement Planning to design long-term strategies that address income needs and preservation of capital. Candidates should possess excellent communication, analytical, and interpersonal skills to build trust, present recommendations clearly, and collaborate with internal stakeholders. Relevant certifications such as CFP, CFA, or equivalent are beneficial, along with experience in advisory or financial services environments. Bachelor’s degree in Finance, Economics, Business, or a related field is preferred, and familiarity with digital tools and remote collaboration platforms is advantageous.