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World Investment Advisors (formerly Pensionmark) jobs and careers

Santa Barbara, United States

About World Investment Advisors (formerly Pensionmark)

World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 350 advisors and staff across more than 65 U.S. locations that supports $55B* in assets and thousands of retirement plan and wealth management clients. The World Investment Advisors network of professionals includes wealth management, defined contribution, defined benefit, terminal funding, not-for-profit and executive/deferred compensation specialists. For more information, please visit www.worldadvisors.com. Meet the management team: https://worldadvisors.com/management-team Find an Advisor: https://worldadvisors.com/find-an-advisor *As of 12/31/2023, the World Investment Advisors network of advisors and firms collectively provides support to over $55.4 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. Advisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC, member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC.

Employees
350
Headquarters
Santa Barbara

Leadership

The top of World Investment Advisors (formerly Pensionmark)'s org chart, with how many people report into each leader.

KRPhoto of Kevin Ryan

Kevin Ryan

Chief Financial Officer

3 reports

EW

Elizabeth Whalen

Director of Finance

ESPhoto of Erin Shannon

Erin Shannon

Controller

KMPhoto of Kyle Miller

Kyle Miller

Director of Finance

Jobs at World Investment Advisors (formerly Pensionmark)

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