Senior Wealth Advisor - The Baldwin Group Financial Services

Primary Responsibilities

• Utilize your substantial book of business in Wealth Management to diversify and strengthen our financial portfolio.
• Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s holistic asset protection platform for efficient client acquisition and closing.
• Deliver comprehensive financial plans spanning retirement, wealth accumulation, insurance, tax-aware strategies, and estate considerations to protect clients’ assets and incomes.
• Construct and maintain portfolios aligned to client goals, risk profiles, and time horizons, coordinating with internal specialists in wealth, retirement, and insurance.
• Engage clients through consistent review cycles, performance reporting, and life-event planning to sustain trust and drive retention.
• Collaborate across regions and practices to identify cross-selling opportunities and deliver integrated solutions under the unified Baldwin brand.
• Adhere to fiduciary standards, compliance policies, and documentation requirements while maintaining a high-touch client experience.

Knowledge, Skills & Abilities

• Proficient with MS Office – Word, Excel, PowerPoint, Outlook.
• Exceptional communication skills, outgoing personality, and a drive for sales and business development.
• Advanced understanding of investment analytics, retirement plans and relevant financial software platforms.

Education & Experience

• Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education.
• Bachelor’s degree in Finance, Business, Economics, Accounting or a related field preferred.
• Advanced industry designations such as AIF®, CFP®, CPFA®, CEBS®, C(k)P® or similar are strongly preferred.
• Possesses a state Life & Health Insurance License or is willing to obtain within 90 days of hire.
• Minimum of 5 years’ experience as a Financial Advisor, Retirement Plan Advisor, or in a closely related institutional retirement role, with a proven focus on employer-sponsored plans.
• Proven track record in sales, business development, and client retention within the group retirement or institutional market.

Other

• Ability to work in a fast-paced environment, multi-task and adapt.
• Occasional travel may be required.

Compensation

Compensation starts at $100,000+ annually and is negotiable at time of hire.