Junior Wealth Advisor - The Baldwin Group Financial Services

Primary Responsibilities

• Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation.
• Aid in developing comprehensive financial plans focusing on goals such as wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations.
• Help with portfolio construction and monitoring, including gathering data, updating performance and allocation reports, and organizing recommendations aligned with client goals, risk profiles, and time horizons.
• Participate in client meetings and review cycles, taking notes, preparing summaries, and ensuring timely completion of agreed-upon action items to reinforce trust and retention.
• Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up.
• Learn and effectively use Baldwin’s planning, CRM, and investment platforms to support client onboarding, account maintenance, reporting, and business development activities.
• Collaborate with internal specialists across wealth, retirement, and insurance to help deliver integrated solutions that protect assets, optimize income, and support long-term financial outcomes for clients.
• Maintain accurate and organized client files, meeting notes, and compliance documentation, following internal policies, regulatory requirements, and fiduciary standards.

Knowledge, Skills & Abilities

• Proficient with MS Office – Word, Excel, PowerPoint, Outlook.
• Strong verbal and written communication skills with the ability to explain basic investment and financial planning concepts in clear, practical language.
• Service-oriented mindset with an outgoing, professional demeanor and a strong drive for sales support, business development, and relationship management in a client-facing environment.
• Foundational understanding of investment principles, asset allocation, risk/return tradeoffs, and personal financial planning concepts, with the desire to deepen expertise in advanced wealth strategies.
• Strong attention to detail and organizational skills, with the ability to manage multiple tasks, meet deadlines, and maintain accurate records in a fast-paced environment.
• Demonstrated initiative, curiosity, and willingness to learn from senior team members and accept coaching and feedback.

Education & Experience

• Bachelor’s degree in Finance, Business, Economics, Accounting or a related field preferred.
• 3-5 years of experience in financial services, wealth management, banking, or a related client service role (internships, co-ops, or equivalent experience will be considered).
• Series 65 or 66 and state Life & Health Insurance License may be required or obtained within 90 days.
• Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.

Other

• Occasional travel may be required for client meetings and internal training or events.

Compensation

Compensation starts at $80,000+ annually and is negotiable at time of hire.